Recruit UK

Job Role: Client Administrator- Financial Services Location: Manchester City Centre Salary: £25,000 - £28,000 Reference: 9962 About the Opportunity Recruit UK is working with a leading, forward-thinking financial services firm based in Manchester City Centre that prides itself on delivering exceptional client outcomes. They are seeking an enthusiastic Client Administrator to join their friendly and professional team. This is an excellent entry-level role for someone looking to develop a career within financial services. You'll gain hands-on experience across client administration and servicing, with clear opportunities for career progression and professional development into broader client support and advisory roles. The Role As a Client Administrator , you will play a key role in supporting advisers and clients, ensuring all administrative and servicing tasks are handled efficiently and accurately. Your work will help maintain the highest standards of client service and compliance. Key Responsibilities: Prepare and issue client review packs, valuations, and performance data. Conduct Anti-Money Laundering (AML) checks and maintain up-to-date client records. Issue Investment Risk Questionnaires and Fact Finds, updating internal systems as required. Support the servicing and renewal of group pension and risk plans. Liaise with employers for group scheme administration and prepare annual member reviews. Manage inbound calls, client correspondence, and general office administration. Maintain accurate and timely client records, ensuring tasks are prioritised effectively. Work collaboratively within the Client Services team to deliver outstanding client outcomes. About You This role would suit someone who is highly organised, detail-oriented, and eager to build a long-term career in financial services. Skills & Experience: Excellent attention to detail and strong organisational skills. Confident communicator with professional telephone and written manners. Proficient in Microsoft Word and Excel. Reliable, adaptable, and motivated to learn in a supportive environment. A team player who enjoys contributing to shared goals and success. What's on Offer This firm offers a supportive, collaborative working environment that values professional growth and a healthy work-life balance. Benefits include: Competitive salary (£25,000-£28,000 depending on experience). 8% employer pension contribution (after 3 months). Death in Service: 3x basic salary (after 3 months). Critical Illness: 1x salary (after 12 months). Income Protection: 75% of salary (after 12 months). 22 days' annual leave + bank holidays + 3 additional days between Christmas and New Year (rising to 24 days in 2026). Full study support for financial services qualifications, including exam bonuses. 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 Manchester, on a Client Administrator role.

Role: Independent Financial Adviser Location: Sheffield (Hybrid working) Salary: Up to £70,000 + Commission scheme Reference Number: 9934 About the Role Recruit UK is representing a highly reputable wealth management firm in Sheffield who are seeking an ambitious Financial Adviser to join their growing team. This is an excellent opportunity to inherit an established client bank whilst also developing new business opportunities, supported by a dedicated paraplanning and administration team. As a Financial Adviser, you'll provide holistic financial planning, delivering bespoke solutions to clients across investments, pensions, protection, and retirement planning. You'll have access to market-leading systems, training, and ongoing professional development to help you succeed and progress your career. Key Responsibilities Deliver personalised financial planning advice to both new and existing clients. Build and maintain long-term relationships, ensuring client needs are fully understood and met. Develop business opportunities through referrals, networking, and client recommendations. Conduct detailed fact-finds and prepare financial strategies in line with FCA regulations. Work closely with paraplanners and administrators to ensure seamless client service. About You Qualified to Level 4 Diploma in Financial Planning (DipPFS/Equivalent). Proven experience as a Financial Adviser, Wealth Manager, or IFA. Strong technical knowledge across pensions, investments, and protection. Excellent communication and interpersonal skills with a client-first approach. Ambitious, driven, and motivated to build long-term success in the industry. What's on Offer Competitive basic salary of up to £70,000 plus performance-related bonus Remote working Opportunity to inherit an established client bank. Funding and encouragement for further professional qualifications. Modern systems and tools to support hybrid/remote working where appropriate. 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 Sheffield, on a Financial Adviser role.

Job Title: Financial Adviser Salary: £55,000 - £70,000 + Bonus Location: Fareham Job Reference: 9963 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established Wealth Management firm in Fareham. Our client is a reputable and growing business with strong family values, offering lifestyle financial planning and holistic wealth management services. Due to continued growth, they are seeking a qualified adviser to take over existing client relationships while also supporting the development of new business opportunities in the region. You will have the support of a full back-office team, including administration and paraplanning, allowing you to focus on building relationships and providing high-quality financial advice. The firm prides itself on delivering honest, genuine advice to create long-term financial security for their clients. Benefits: Competitive salary of £55,000 - £70,000 (depending on experience) Uncapped 30% bonus (after salary validation) Client bank to inherit and more acquisitions to follow Company car or car allowance after probation Private Medical Insurance and Pension contribution EMI share scheme after probation Laptop, mobile phone, and mileage allowance 20 days holiday (increasing to 27 with service) + bank holidays + Christmas shutdown outside of holiday allowance Hybrid working: typically 3 days in the office and 2 from home (core Thursday) Full paraplanning and administrative support Training and development opportunities, including support toward Chartered status Skills and Experience Required: Level 4 Diploma in Financial Planning / CAS status (essential) Minimum 2 years' experience providing face-to-face financial advice Excellent relationship management and client care skills Experience advising across pensions, investments, ISAs, and IHT planning Driven and proactive approach to personal and professional growth About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections - whether you're seeking your next career move or looking to hire top talent. With a network of more than 100,000 financial services professionals, Recruit UK is proud to be working with a respected Wealth Management firm on this Financial Adviser opportunity.

Senior Financial Planner - Bracknell Salary: £85,000 - £100,000+ Location: Bracknell (Hybrid working available) Type: Full-time We're recruiting on behalf of a leading national wealth management firm seeking an experienced and motivated Senior Financial Planner to join their established Bracknell office. This is an excellent opportunity for a high-performing adviser who thrives on business development and relationship building. The ideal candidate will be confident generating new business, expanding their client base, and delivering outstanding holistic advice to a diverse portfolio of HNW clients. Key Responsibilities: Proactively generate and convert new business opportunities through networking, referrals, and professional partnerships. Manage and develop an existing client portfolio while delivering comprehensive financial planning across pensions, investments, protection, and tax planning. Collaborate closely with the investment management team to provide a seamless client experience. Contribute to the wider business plan and regional growth strategy. Maintain fully compliant and up-to-date client files at all times. About You: Level 4 Diploma qualified (Chartered or working towards Level 6 preferred). Proven success in attracting and developing new clients while maintaining long-term relationships. Confident communicator with strong commercial awareness and a client-first mindset. Able to work independently, demonstrate initiative, and deliver advice on a fee basis. Package & Benefits: Basic salary £85,000 - £100,000+ Private medical insurance and life assurance Competitive pension contribution Hybrid working options Generous holiday allowance and additional benefits If you're a driven Financial Planner with the ability to build strong client relationships and bring in new business, this is an outstanding opportunity to progress your career within a highly respected firm.

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: Senior Client Support Industry: Financial Services Location: Norwich Salary: Up to£36,000 Reference Number: 9948 Job Description: I'm working on an excellent opportunity for an Senior Client Administrator in Norwich to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with Financial Advisers and be part of an Administration team. You will provide support to the team manager as required including deputising during periods of absence, providing coaching, mentoring, or training support for client, support with dealing with complaints, proactively identify opportunities to improve the delivery client support services. You will also assist the Financial Advisers with report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers. Dealing with clients both on the telephone and face to face. This is an exciting opportunity for a responsible, self-motivated, well organised Administrator with good IT skills to develop their career at an established financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to level 4 Diploma level. What's in it for you: Competitive Salary up to £35,000 (dependent on experience) Flexible Benefits 25 days annual leave Birthday day off Pension Death in Service Training and support towards industry recognised certification. Skills and experience required: Ideally 5 years, Financial Planning Administration experience Understanding of the Financial Planning process Good IT skills Complex problem solving. Coaching and mentoring. Knowledge of the advice process

Job Title: Independent Financial Adviser Location: Cheshire, SK9 Salary: £70,000 - £100,000 Basic + Bonus Reference Number: 9951 About the Role: RecruitUK is seeking an experienced and dedicated Financial Adviser to join a well-established firm. This role will primarily focus on client servicing and relationship management , overseeing an established client bank . You will play a key role in maintaining and enhancing client relationships, ensuring a high level of service and satisfaction. The company is backed by a nationwide financial planning organisation with years of experience developing chartered financial planning professionals through the industry. Key Responsibilities: Manage and nurture a substantial existing client portfolio. Deliver exceptional financial advice tailored to client needs. Provide ongoing support and servicing to clients, addressing queries and ensuring satisfaction. Maintain compliance with all regulatory requirements and internal policies. Work closely with colleagues to identify opportunities for additional client support or services. Keep accurate and up-to-date client records. Requirements: Proven experience as a Financial Adviser, preferably with a focus on client servicing. Strong relationship management skills with a client-first approach. Knowledge of financial products, regulations, and best practice. Excellent communication and interpersonal skills. Ability to work independently while managing a large client portfolio efficiently. Relevant qualifications (e.g., CeMAP, Diploma in Financial Planning, or equivalent). What We Offer: A starting salary of up to £100,000 DOE Discretionary bonus scheme Competitive benefits package Administration & Paraplanning support Opportunity to work with a respected and growing firm. A client-focused role with a strong emphasis on relationship management. Supportive team environment and opportunities for professional development. 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 is pleased to be working with a Financial Planning firm in Cheshire on an Independent 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 Role: Paraplanner Location: Cheshire, SK9 Salary: £35,000 - £40,000 + Benefits Reference Number: Recruit UK is working with a forward-thinking wealth management firm in Cheshire who are seeking a skilled Paraplanner to join their growing team. The company is backed by a nationwide financial planning organisation with years of experience developing chartered financial planning professionals through the industry. Why this role? This is more than just paraplanning. It's about being part of a supportive team that genuinely believes in changing clients' lives through financial planning. You'll be trusted as a technical expert, encouraged to use your curiosity and problem-solving skills, and given the space to develop your career towards Chartered status if that's your ambition. What you'll be doing Partnering with Financial Planners to deliver first-class financial solutions. Preparing detailed suitability reports and supporting documentation. Conducting in-depth cashflow modelling to bring financial plans to life. Researching investment, tax, protection, and retirement strategies to recommend tailored client solutions. Liaising with compliance, product providers, and external paraplanners to ensure robust, compliant outcomes. Playing an active role in client reviews and meetings where appropriate. Supporting and mentoring trainee paraplanners and contributing to a collaborative team environment. What we're looking for Experienced Paraplanner (not a trainee role). Ideally Diploma qualified (Level 4) or working towards Chartered status. Strong knowledge of investments, pensions, protection, trusts, and tax planning . Confident with cashflow planning tools and financial software. Organised, detail-driven, and proactive - able to manage deadlines with ease. A great communicator who thrives in a team environment and cares deeply about doing the right thing for clients. What's on offer Salary £35,000 - £40,000 (Higher negotiable depending on experience). Company pension scheme. Private medical insurance. Life insurance cover. A supportive team culture with genuine career development opportunities. The opportunity This is your chance to join a business that puts people before process - where your technical skills will be recognised, your career ambitions supported, and your voice heard. If you want to work somewhere that values professionalism, collaboration, and curiosity, this could be the next step in your career. Apply today through Recruit UK Ltd and take the next step in your 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. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Cheshire 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 Role: Paraplanner Location: Leeds Salary: £35,000- £50,000 + Bonus Reference Number: 9940 Recruit UK is supporting a leading wealth management firm in their search for an experienced Paraplanner. About the Role As a Paraplanner, you'll play a vital role in supporting Financial Planners in delivering high-quality advice and service to clients. You'll be responsible for preparing accurate suitability reports, undertaking detailed research, and ensuring all client recommendations are fully compliant with FCA regulations. You'll also contribute to mentoring trainee paraplanners, maintaining in-house templates, and working closely with both internal compliance and external providers. This is a fantastic opportunity for a motivated paraplanner who enjoys the technical side of financial planning while working in a collaborative, client-focused environment. Key Responsibilities Prepare clear, accurate suitability reports and supporting documentation. Conduct in-depth research and cashflow modelling to support client recommendations. Collaborate with Financial Planners to review investment propositions. Liaise with compliance and product providers to ensure robust client solutions. Support recruitment, training, and mentoring of junior paraplanners. Keep up to date with market trends and regulatory requirements. Participate in client and paraplanner meetings when required. Skills & Experience Working towards, or already holding, the Level 4 Diploma in Regulated Financial Planning . Strong technical knowledge of investments, trusts, insurance products, and tax planning . Excellent cashflow modelling skills and confident use of financial software. Proven analytical and research skills with strong attention to detail. Confident communicator with the ability to engage with both colleagues and clients. Organised, proactive, and able to work independently as well as part of a team. Why Apply? Starting salary of up to £50,000 DOE Discretionary bonus scheme Hybrid working (Up to 3 days from home) Study & Exam support Excellent benefits package and much more! This role offers the chance to develop your career in a supportive environment where your technical skills will be valued and expanded. You'll work alongside experienced professionals, gain exposure to complex cases, and have opportunities for progression as you continue your professional development. Apply today through Recruit UK Ltd and take the next step in your 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. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Leeds 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.

Join a thriving financial planning practice. This is an excellent opportunity if you are a client focused administrator seeking a supportive firm that will assist you with further professional development, if desired. The purpose of the position is to support the company in terms of new business and offering clients a high level of ongoing service. Responsibilities: Liaise with clients, providing full range of support to all servicing requirements of existing client's Investments, Pensions and Mortgages. Be the first point of contact for clients and relied upon by them to resolve any administrative issues. Book client meetings and manage the calendar of appointments for advisers. Prepare meeting packs; construct portfolio valuation reports and pre-populate new business application forms. Help ensure files are compliant and complete. Process new business and track to completion. Write letters to clients and providers. Provide a high level of service to clients, including regular valuations and updates on the status of their cases. Maintain and update back-office systems. Perform other ad-hoc tasks in the office as required. This is an office-based role for a growing company keen to invest in the development of the team with opportunities for professional exams and career progression if desired. Previous client servicing experience is desirable. This is a client servicing role and the successful candidate must have excellent telephone manner and offer a warm greeting to clients in person when they visit the office. It is equally as important to be able to build lasting working relationships with providers and investment partners in order to help track through new business and ensure the best ongoing level of service for our clients. Knowledge of financial products and processes would be a strong advantage. Minimum of 33 days of holiday, inclusive of bank holidays Private medical insurance Life insurance Pension contribution Industry specific exam funding Professional development

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: Financial Adviser Industry: Financial Planning Location: Edinburgh Salary: £50,000 - £60,000 + bonus Job reference: 9943 Job Description: Recruit UK are delighted to be working with one of the UK's leading and fastest-growing Financial Advice firms, offering a truly client-focused service built on their dual expertise in Financial Planning and Investment Management. With a highly developed proposition and a strong flow of clients, this is an exciting chance to join their growing Desk Based Advice team in Edinburgh. If you're a confident and motivated Financial Planner who enjoys supporting clients and building long-term relationships, this role offers the platform, resources, and progression to take your advice career to the next level. Duties will include: Providing financial reviews and advice to clients via telephone or video meetings. Contacting referred clients within agreed service levels to arrange and deliver reviews. Conducting suitability reviews to keep client portfolios aligned with their goals and circumstances. Delivering clear, compliant, and personalised advice to meet client needs. Preparing professional suitability reports and client communications. Keeping accurate and compliant client records on the firm's systems. Following all regulatory, compliance, and internal advice processes. Benefits: Salary up to £60,000 plus excellent bonus structure. Clients provided - no need to bring a client bank. Hybrid working (3 days office / 2 days home). A structured career progression framework to support your development. Comprehensive training and ongoing CPD. Private medical insurance. Life assurance. Generous pension contributions. Holiday package with option to purchase additional days. Shared parental leave. A supportive, collaborative culture with national reach and local presence. Skills and experience required: Level 4 Diploma in Financial Planning (essential). Experience as a Financial Adviser (desk-based experience not required). CAS status or close to achieving. Strong client management and relationship skills. Confident communicator, especially over the phone and video. Highly motivated, with a strong work ethic and a client-first mindset. 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 Financial Planner role in Edinburgh.

Paraplanner Location: Bristol (Hybrid - 3 days from home) Salary: up to £55,000 Job Reference: 9834 About the Company Recruit UK is proud to be working in partnership with a growing, forward-thinking financial services firm at the forefront of the wealth management and investment platform sector. The firm provides innovative, integrated solutions to private clients, advisers, and institutions, and is now seeking a motivated, detail-oriented Paraplanner to join its dynamic Bristol team. This is an exciting opportunity for a diploma-qualified paraplanner to work in a fast-paced, client-focused environment where your expertise will directly contribute to the company's continued success and outstanding reputation. Why Join This Firm? Be part of an ambitious, growing organisation. Join a supportive, collaborative team culture. Competitive salary, discretionary bonus, and flexible benefits. Hybrid working model (3 days from home). Clear career progression pathway; potential to move into advising within 18 months. Key Responsibilities: Draft suitability reports and provide research support to advisers. Liaise closely with Financial Planners to ensure all advice is accurate and compliant. Interpret adviser meeting notes and prepare tailored recommendations. Conduct in-depth product and provider research. Maintain accurate records, workflows, and compliance documentation. Support advisers with technical queries to ensure quality client outcomes. Manage your caseload efficiently while meeting report and advice output targets. Assist with processing new business and producing supporting documentation. About You: Experienced Paraplanner. Diploma-qualified in Financial Planning (or working toward Chartered status). Strong analytical and research skills with exceptional attention to detail. Proficient with financial planning software and systems. Excellent communicator and team player. Highly organised and able to prioritise under pressure. Benefits: Competitive salary and discretionary performance bonus. Employer pension contribution of 7.5% (minimum 3% employee). 25 days annual leave + public holidays. Option to buy/sell up to 5 days of annual leave. Office closure over Christmas (3 additional days). Private medical insurance, life cover, and income protection. Further education and professional training support. 2 paid volunteer days per year. Confidential Employee Assistance Programme. Hybrid and flexible working options. A comprehensive benefits package tailored to your lifestyle.

Job Title: Financial Services Administrator Industry: Financial Planning Location: Sutton Coldfield Salary: up to £32,000 Job reference: 9956 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: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-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 is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed 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: Paraplanner Industry: Financial Planning Location: Leamington Spa Salary: Up to £45,000 (negotiable depending on experience) Job reference: 9793 Job Description: Recruit UK Are working with a highly respected, multi-award-winning financial planning firm, proudly listed in the Top 100 Adviser Firms. We value our people, invest in their development, and foster a genuinely supportive and collaborative team culture. Due to internal progression and maternity leave, they're now looking for a qualified and experienced Paraplanner to join our paraplanning team and support our growing advice function. The Role You'll be joining a paraplanning pool, supporting five Financial Advisers, alongside two other paraplanners - one qualified and early in their career, and another currently completing an apprenticeship. Key responsibilities: Produce high-quality suitability reports using Genovo Research across investments, pensions, and protection planning Perform cash flow modelling Complete technical analysis and documentation Occasionally attend client meetings alongside advisers Ensure advice complies with FCA regulations and firm standards Use Intelligent Office (iO) as our back-office system Experience required: A qualified Paraplanner (Level 4 Diploma) or working towards it, with at least 2+ years of paraplanning experience Strong technical knowledge across pensions, investments, and tax planning Excellent report-writing and research skills Familiarity with Intelligent Office and Genovo is preferred A proactive, team-oriented individual who thrives in a collaborative environment What's on Offer: Hybrid working after probation (3-month probation period is office-based; WFH 1 day/week post-probation depending on performance and experience) Supportive and development-focused culture Excellent staff retention and great workplace Salary up to £45,000 (negotiable dependent on experience) DIS 4 x salary 5% ER contribution to pension 20 days holiday plus bank holidays, plus Christmas shut down on top (no need to take this out of your annual leave) - holiday increases with time served Opportunity to work with a highly skilled, award-winning team Ongoing professional development and exam support A business that genuinely cares about its people and clients About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections - whether you're exploring new roles or looking to grow your team. Recruit UK are pleased to be working with a respected Independent Financial Advice firm in Leamington Spa to find the right Paraplanner to join their team. Our commitment to you: Start every journey with a genuine conversation to understand your goals Provide open and honest market feedback Use our financial services network to match you to the right opportunity Support you holistically - because career satisfaction goes beyond salary Offer UK-wide roles with local knowledge through our regional consultants Never hassle you with irrelevant roles

Job Title: Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: up to £40,000 Job reference: 9772 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner 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 a Paraplanner to join their team in their offices based in Sutton Coldfield. As a Paraplanner, the role will involve writing client suitability reports, performing pension switching analysis and investment analysis, undertaking product and fund research, carrying out Lifetime Allowance Analysis and carry Forward analysis and more. What's in it for you? Competitive Salary up to £40,000, 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 a Paraplanner role Suitability report-writing skills 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 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: Independent Financial Adviser Industry: Financial Services Location: Leicester Salary: £50,000 - £75,000 Job ref: 9701 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser in Leicester to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Manchester and surrounding areas. Role: Financial Adviser Manage an existing book of HNW clients. You will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings. The earnings potential is significant. Candidates will need to be ambitious, resourceful and have the right work ethic. What's in it for you: Financial Adviser Competitive Starting Salary £50k - £75k (DOE) Excellent bonus scheme OTE £100k+ Excellent benefits Home based, access to regional offices Competitive Support to build your client base and future value. End to end in house client journey and back-office support with full Admin and Paraplanning support. Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture. Platform to deliver efficient and cost-effective solutions. Established Practice Buy Out option on exit. Consultative marketing support. Skills and experience required: Financial Adviser Client facing Financial Advice Experience Level 4 Diploma in financial advice, CAS & SPS Good knowledge of financial planning 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 well established UK Independent Financial Advice firm based in Leicester on an Independent 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.

Pay: £35,000.00 - £50,000.00 per year Job description: Job Title: Associate Financial Adviser Industry: Financial Planning Location: London Salary: £35,000 - £50,000 + bonus Job Description: Recruit UK is delighted to be partnering with one of the UK's leading and fastest-growing Financial Advice firms, known for their truly client-focused service built on dual expertise in Financial Planning and Investment Management. With a highly developed proposition and a strong flow of clients, this is an exciting opportunity to join their expanding Desk-Based Advice team in Bristol. This role is ideal for individuals eager to progress into Financial Advice, including associates or trainee financial planners who may feel they are not receiving the support they need, as well as Level 4 candidates from a financial planning background, such as administration or paraplanning. To be considered, candidates should have experience in financial services and hold the Level 4 Diploma. Your existing experience will provide a strong foundation for building a successful career as an adviser with the firm. The company offers a clear and structured progression path, providing the opportunity to move into face-to-face advisory roles in the future if desired, supported by mentoring and development every step of the way. Duties will include: Providing financial reviews and advice to clients via telephone or video meetings. Contacting referred clients within agreed service levels to arrange and deliver reviews. Conducting suitability reviews to keep client portfolios aligned with their goals and circumstances. Delivering clear, compliant, and personalised advice to meet client needs. Preparing professional suitability reports and client communications. Keeping accurate and compliant client records on the firm's systems. Following all regulatory, compliance, and internal advice processes. Benefits: Salary up to £50,000 (d.o.e) plus excellent bonus structure. Clients provided - no need to bring a client bank. Hybrid working (3 days office / 2 days home). A structured career progression framework to support your development. Comprehensive training and ongoing CPD. Private medical insurance. Life assurance. Generous pension contributions. Holiday package with option to purchase additional days. Shared parental leave. A supportive, collaborative culture with national reach and local presence. Skills and experience required: Level 4 Diploma in Financial Planning (essential). Experience within Financial Services (desk-based experience not required, those such as Paraplanning, Administration, Associate/Trainee considered). Confident communicator, especially over the phone and video. Highly motivated, with a strong work ethic and a client-first mindset. 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.