Recruit UK

Job Title: Financial Adviser Industry: Financial Planning Location: Coventry Salary: up to £90,000 (negotiable dependent on experience) Job reference: 10445 Job Description: Recruit UK are working on an excellent opportunity for an experienced Financial Adviser near Coventry to join a well-established Independent Financial Advice practice. My client give advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments and more. They strive to understand clients' needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service. A couple of the experienced Financial Advisers are at capacity with their workloads, they tend to focus on complex, HNW clients, therefore they are looking for an additional Financial Planner who is confident and experienced in this end of the market. Benefits: Salaries up to £90,000 (dependent on skill-set and experience) Annual discretionary bonus Very generous employer pension contribution 50% income protection Flexible working from home and the office Laptop allocated for you to work with 4 x Death in Service Private medical cover 25 days holiday plus bank holidays (plus ability to purchase more) Ongoing support with exams and qualifications Skills and experience required: Level 4 Diploma is required Previous experience as an adviser in a wealth management firm Strong knowledge of HNW clientele and complex investments Rapport building skills 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 near Coventry on an experienced Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Corporate Events SME Industry: Financial Services Location: Blackpool (Hybrid) Salary: £35,000 - £40,000 Reference Number: 10341 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a Corporate Events SME to join their expanding team. As a Corporate Events SME, you will be responsible for providing deep technical expertise across complex corporate action events, acting as a point of escalation, quality control, and knowledge leadership within the Corporate Actions function. Responsibilities Provide clear technical guidance to operational staff on event handling, elections and escalations points Lead and support the technical development of corporate actions staff Identify, assess and escalate operational, regulatory and reputational risks arising from corporate actions What's in it for you: Competitive salary up to £40,000 (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 arrangement following probation Skills and experience required: Minimum of 3 years' experience in corporate actions within wealth management Expertise in using Avaloq, Excel and Word 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: Financial Planning Manager Industry: Financial Planning Location: Leicestershire Salary: up to £80,000 Job reference: 10435 Job Description: Recruit UK are working on an excellent opportunity for an experienced Financial Planning Manager to join a company in Leicestershire. This is a leadership role where you'll be responsible for overseeing and supporting a team of IFA professionals, ensuring strong performance, compliance, and excellent client outcomes, while also driving commercial growth and operational efficiency. The role involves leading and developing the adviser team, improving processes and performance, working closely with compliance and operations, and supporting recruitment, training, and ongoing development. Key responsibilities include but are not limited to: Lead, coach and develop a team of Financial Advisers, driving performance and accountability. Improve team efficiency through effective processes, performance management and best practice. Work closely with Compliance, Operations, Marketing and Product teams to support business objectives. Ensure consistently high standards of client service and positive client outcomes. Support adviser recruitment, onboarding, training and ongoing professional development. Benefits: Competitive salary up to £80,000 (negotiable dependent on experience) 25 days holiday plus bank holidays Pension contribution DIS Medical cash back plan Parking Support towards Chartered status and ongoing professional development Flexible home and office working Collaborative, supportive working environment Opportunity to make a real impact within a respected Independent Financial Advice firm Skills and experience required: Level 4 Diploma in Financial Planning Previous experience leading or managing teams within financial services. Strong understanding of financial planning, investments, pensions and protection. Proven ability to coach, motivate and develop advisers. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a highly respected Independent Financial Advice firm in Leicestershire on a Financial Planning Manager opportunity. 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: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone 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: Financial Adviser Industry: Financial Services Location: Peterborough Salary: £75,000 Job ref: 10442 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser based in Cambridgeshire to join a leading UK Wealth Advice firm. This is an excellent opportunity to be part of a progressive and client-focused company with offices across the country and HNW clients across the region. Managing existing clients and dealing with volume leads you will be providing ongoing advice and writing new business. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Key Responsibilities: Financial Adviser Deliver holistic financial advice to new and existing clients through face-to-face and virtual meetings. Build and maintain long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals. What's in it for you: Financial Adviser Competitive Starting Salary up to £75k Excellent Remuneration Package £100k+ Excellent benefits incl excellent holiday and Pension allowances Regional offices Existing HNW Bank, Volume HNW leads Support to build your client book Admin and Paraplanning support Trusted brand Skills and experience required: Financial Adviser Ideally 2 years client facing Financial Advice Experience Level 4 Diploma in financial advice, CAS & SPS Good knowledge of financial planning

Job Title: Financial Adviser Industry: Financial Services Location: Cambridge Salary: £75,000 Job ref: 10442 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser based in Cambridgeshire to join a leading UK Wealth Advice firm. This is an excellent opportunity to be part of a progressive and client-focused company with offices across the country and HNW clients across the region. Managing existing clients and dealing with volume leads you will be providing ongoing advice and writing new business. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Key Responsibilities: Financial Adviser Deliver holistic financial advice to new and existing clients through face-to-face and virtual meetings. Build and maintain long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals. What's in it for you: Financial Adviser Competitive Starting Salary up to £75k Excellent Remuneration Package £100k+ Excellent benefits incl excellent holiday and Pension allowances Regional offices Existing HNW Bank, Volume HNW leads Support to build your client book Admin and Paraplanning support Trusted brand Skills and experience required: Financial Adviser Ideally 2 years client facing Financial Advice Experience Level 4 Diploma in financial advice, CAS & SPS Good knowledge of financial planning

Job Title: Financial Adviser Location: Staffordshire Salary: Competitive OTE £90,000- £100,000 Reference Number: 10449 The Opportunity - Financial Adviser We are seeking an experienced and client servicing focused Financial Adviser to join a growing business and take responsibility for a substantial, well-established client portfolio in the Staffordshire area. This is a rare opportunity for an adviser who enjoys building long-term relationships and delivering high-quality financial planning advice. The successful candidate will inherit an extensive existing client bank, providing immediate earning potential and a strong platform for future growth. Key Responsibilities - Financial Adviser Manage and develop relationships with an established portfolio of existing clients. Conduct regular client reviews and provide holistic financial planning advice. Identify opportunities to enhance client outcomes through appropriate financial solutions. Maintain high levels of client service, retention, and satisfaction. Generate referrals and introductions from existing clients and professional connections. Ensure all advice is delivered in accordance with regulatory requirements and company standards. About You The ideal candidate will: Hold the relevant financial planning qualifications required to provide regulated advice. Have a proven track record in financial advice and client relationship management. Demonstrate strong technical knowledge across pensions, investments, protection, and retirement planning. Possess excellent communication and interpersonal skills. Be highly organised, professional, and client-centric. Have the ability to build trust and develop long-term client relationships. What's on Offer OTE of £90,000 - £100,000 A significant existing client portfolio from day one. Hybrid & flexible working options Full administrative and paraplanning support. Access to established systems, processes, and lead generation opportunities. Ongoing professional development and career progression. Please send across a copy of your most up to date CV to register your interest.

Job Title: Associate Adviser Industry: Financial Planning Location: Cheltenham Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner or Financial Adviser to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Eventually taking over a client book and managing this independently, offering holistic advice Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations

Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations

Job Title: Operations Manager Location: Leeds Salary: £50,000 - £60,000 Job Type: Full-time, Permanent Reference: 10448 About the Role Recruit UK is working with a highly regarded and growing financial planning firm seeking an experienced Operations Manager to take ownership of the firm's operational function. This is a pivotal leadership role responsible for ensuring the business operates efficiently, consistently and to the highest standards. Working closely with the Directors, you will oversee the Administration and Paraplanning teams, drive operational excellence and ensure client work flows seamlessly through the business. The successful candidate will act as the operational backbone of the firm, removing bottlenecks, improving processes and creating an environment where teams can perform at their best. This role offers the opportunity to make a significant impact on both the client experience and the long-term growth of the business. You will be a confident leader with experience within financial planning or a regulated professional services environment, capable of managing people, workflows and operational priorities while maintaining exceptional service standards. Key Responsibilities Operational Leadership Oversee the day-to-day operational running of the business. Lead, manage and develop the Administration and Paraplanning teams. Ensure operational processes are efficient, scalable and aligned with business objectives. Act as the first point of escalation for operational challenges and workflow issues. Drive accountability, consistency and high performance across operational functions. Workflow & Capacity Management Take ownership of end-to-end client workflows across Administration and Paraplanning. Ensure client meetings are fully prepared and supported. Monitor workload distribution, capacity and service levels. Identify and resolve bottlenecks before they impact clients or advisers. Lead regular workflow planning meetings and proactively reallocate resources where required. Ensure all client actions, reports and implementations are delivered within agreed timescales. Client Service Excellence Oversee client onboarding and ongoing service delivery processes. Maintain and continuously improve client service standards. Act as an escalation point for complex client service issues and complaints. Ensure operational delivery reflects the firm's values and commitment to exceptional client outcomes. Team Leadership & Development Provide leadership, coaching and support to Administration and Paraplanning team members. Conduct regular 1:1 meetings, appraisals and development reviews. Support career progression pathways for junior employees and graduates. Foster a culture of accountability, collaboration and continuous improvement. Act as a trusted point of contact for team wellbeing and development. Process Improvement & Business Efficiency Own and continually enhance core operational processes. Ensure procedures are documented, understood and consistently followed. Drive operational projects through to successful completion. Improve handovers between teams and eliminate duplication or inefficiencies. Support the ongoing development and effective use of CRM and workflow systems. Skills & Experience Required Proven experience in a Business Manager, Practice Manager, Operations Manager or similar leadership role. Experience working within a financial planning, wealth management or FCA-regulated environment. Strong understanding of financial planning processes and client servicing workflows. Demonstrable people management and team development experience. Excellent organisational and workload management skills. Strong problem-solving abilities and a proactive approach to operational challenges. Confident communicator with the ability to influence and collaborate across all levels of the business. High attention to detail and commitment to quality and compliance. Comfortable taking ownership, making decisions and delivering results. Benefits Competitive salary of £50,000 - £60,000 Performance-related bonus Hybrid working arrangements Private medical insurance Life assurance Pension contributions Generous holiday allowance Professional development and training support Opportunity to play a key role in the continued growth of a successful financial planning business

Role: Business Development Manager (Wealth Planning) Location: Cambridge (1 day per week) National Coverage Salary: Up to £85,000 + with OTE £100,000+ Recruit UK is partnering with a fast-growing Wealth Management firm that is expanding its footprint across the UK. As part of their continued growth, they are looking to appoint a relationship-focused Business Development Manager to play a key role in driving new client acquisition and developing strategic partnerships. This is a high-impact position where you'll work closely with senior leadership to identify, develop and convert new business opportunities across both private and corporate markets. You'll build relationships with professional introducers, referral partners and key stakeholders, helping to strengthen the firm's market presence and create a sustainable pipeline of high-quality opportunities. The business has significant growth plans and is investing heavily in its brand, proposition and client acquisition strategy, making this an excellent opportunity for a commercially driven individual who enjoys building relationships, opening doors and directly influencing business success. What's on offer? Salary up to £80,000 + with OTE £100,000+ 25 days holiday (with option to buy additional days) Additional leave over the Christmas period Private Medical Insurance Life Assurance Enhanced pension contribution Flexible benefits package About you Proven track record in business development or sales within Financial Services Experience working with private and/or corporate wealth clients Strong networking skills with experience developing introducer relationships Industry-relevant qualifications (or commitment to achieve them) Commercially driven with a passion for relationship-led growth Apply online or get in touch for a confidential discussion.

Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team 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 Planning firm that has offices in Liverpool and Southport on a Paraplanner 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: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. 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. 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: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma 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 a Chartered Financial Planning Firm based in WSM on a Paraplanning 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: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma 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 a Chartered Financial Planning Firm based in Plymouth on a Paraplanning 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: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.

Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. 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.

Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development 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 is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning 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.