Recruit UK

Job Title: Financial Adviser Location: Sheffield/Leeds Salary: £50,000 - £65,000 + performance-related bonus Established Client Bank Job Reference: 10550 Recruit UK is working with a well-established, FCA-regulated financial planning firm in Yorkshire that is looking to appoint an experienced Financial Adviser to take on an established base of existing clients This is an advice and relationship-led opportunity focused on providing genuinely good, suitable advice and building trusted, long-term client relationships and you will be relieved to know, this isn't a high-pressure sales role The opportunity: You will step into a warm, established client bank rather than building a portfolio from scratch, giving you the time and support to look after clients properly over the long term You will have the backing of an experienced in-house team of paraplanners and administrators who handle research, report drafting and case processing, allowing you to concentrate on your clients and the advice you provide The business has a strong focus on suitability, Consumer Duty and delivering excellent client outcomes, with file quality and professional standards taken seriously What's on offer? Competitive basic salary depending on experience Performance-related bonus Established client base from day one No high-pressure sales targets Full paraplanning and administrative support Ongoing CPD and study support Flexible / hybrid working What we are looking for: Level 4 Diploma in Regulated Financial Planning or equivalent essential Current Statement of Professional Standing (SPS) Proven track record advising retail clients across pensions, investments, protection, bonds and trusts Strong relationship-building and communication skills Genuine client-first and compliance-focused approach Someone who wants to build long-term client relationships and deliver high-quality advice If you are an experienced Financial Adviser looking for an established client bank, strong support and the opportunity to focus on advertising rather than sales, we would be keen to hear from you

Ready to take your IFA administration experience to the next level? Recruit UK is working with a well-respected Wealth Management firm in Hertfordshire, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. 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. Benefits: 10% employer pension contribution, non-contributory, so you don't have to pay in to receive it Pension rises to 12.5% after 5 years Pension rises to 15% after 10 years 28 days annual leave + bank holidays Option to buy another 5 days' holiday Annual discretionary bonus, depending on role, personal performance and company performance Private medical insurance, with the option to cover family and previous medical history disregarded 26 weeks full-pay maternity, paternity and adoption leave Hybrid/flexible working, depending on the role 2 paid days per year for community/volunteering work Responsibilities include: Process new business, client onboarding and ongoing administration. Liaise with product providers regarding investments, pensions and protection policies. Handle client enquiries professionally and provide excellent customer service. Prepare Annual Review and Fund Switch reports. Assist with new investment and pension cases, including regular contributions and lump sum investments. Skills and experience required: Strong organizational skills and attention to detail. Excellent customer service skills. Ability to manage multiple priorities in a fast-paced environment. Proficient in Microsoft Office and CRM systems If you're interested in finding out more, please apply today!

Job Title: Trainee Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: £28,000 - £36,000 Job reference: 10549 Job Description: Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Sutton Coldfield to join a brilliant Financial Planning firm. This role as a Trainee Paraplanner is a really varied role, a hybrid role regarding back-office functions. This role would see through the client's enquiries and cases from cradle to grave, compiling research and liaising with advisers, completing suitability reports and ensuring the smooth running of the advice process. This Trainee Paraplanner role will give you the opportunity to further develop your skill-set and build on your existing knowledge. You will be supporting the technical Financial Adviser's in the role and they offer a great salary and benefits package. What's in it for you: Salaries up to £36,000 dependent on skill set and experience (negotiable) Pension contribution NHS top-up scheme 25 days holiday plus bank holidays plus a 2-day holiday exchange Great office location for transport links Early finish on a Friday Supportive and friendly team to join Ongoing study support and career professional development Skills and experience required: Some R0 qualifications toward your Level 4 Diploma Previous suitability report writing experience, ideally in an IFA or Wealth Management firm Organisation and analytical skills Ability to prioritise workload 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 Trainee 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.

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol. This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service. Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What's on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% About you: Previous experience in administration (financial services experience) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office) A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service

Job Title: Financial Adviser Location: London Salary: Up to £120,000 + Bonus Established Client Bank Job Reference: 10526 Recruit UK is working with a well-established and highly regarded Financial Planning firm in the South West that is looking to appoint an experienced Financial Advisers as part of its continued growth. With a strong presence across the South and London our client is keen to speak with experienced advisers who share its client-first approach and can become a trusted, long-term pair of hands for their clients. This is an opportunity to join a business known for it's supportive, collaborative culture, backed by a larger and ambitious wealth management group. The opportunity: You'll manage and develop a portfolio of existing clients, building long-term relationships and providing holistic financial planning across areas including investments, pensions, retirement and estate planning. Importantly, the business is focused on ensuring its Financial Planners have the capacity to provide genuinely high-quality advice. You'll benefit from an established support structure, allowing you to spend more of your time developing relationships and advising clients. Alongside looking after your existing portfolio, you'll have the opportunity to grow your client base and develop professionally within a larger, ambitious wealth management group. What's on offer? Basic salary Up to £120,000 depending on experience (negotiable) Bonus scheme Client bank / strong lead source 25 days' holiday + bank holidays (increasing with service) Private Medical Insurance 4x salary Death in Service Group Income Protection 5% employer Pension Flexible/hybrid working Strong support infrastructure Support towards Chartered status Excellent long-term career and development opportunities Warm, collaborative working culture What we're looking for: Level 4 Diploma qualified (or equivalent) Experienced Financial Planner/Financial Adviser Ideally achieved or working towards Chartered status Strong relationship-building and communication skills Proactive, organised and committed to excellent client outcomes If you're an experienced Financial Adviser looking for an established client bank, strong earning potential and the backing of a growing business, we'd be keen to hear from you.

Job Title: Financial Adviser Location: South West Salary: Up to £120,000 + Bonus Established Client Bank Job Reference: 10526 Recruit UK is working with a well-established and highly regarded Financial Planning firm in the South West that is looking to appoint an experienced Financial Advisers as part of its continued growth. With a strong presence across Exeter, Bristol, Bath and Swindon, our client is keen to speak with experienced advisers who share its client-first approach and can become a trusted, long-term pair of hands for their clients. This is an opportunity to join a business known for it's supportive, collaborative culture, backed by a larger and ambitious wealth management group. The opportunity: You'll manage and develop a portfolio of existing clients, building long-term relationships and providing holistic financial planning across areas including investments, pensions, retirement and estate planning. Importantly, the business is focused on ensuring its Financial Planners have the capacity to provide genuinely high-quality advice. You'll benefit from an established support structure, allowing you to spend more of your time developing relationships and advising clients. Alongside looking after your existing portfolio, you'll have the opportunity to grow your client base and develop professionally within a larger, ambitious wealth management group. What's on offer? Basic salary Up to £120,000 depending on experience (negotiable) Bonus scheme Client bank / strong lead source 25 days' holiday + bank holidays (increasing with service) Private Medical Insurance 4x salary Death in Service Group Income Protection 5% employer Pension Flexible/hybrid working Strong support infrastructure Support towards Chartered status Excellent long-term career and development opportunities Warm, collaborative working culture What we're looking for: Level 4 Diploma qualified (or equivalent) Experienced Financial Planner/Financial Adviser Ideally achieved or working towards Chartered status Strong relationship-building and communication skills Proactive, organised and committed to excellent client outcomes If you're an experienced Financial Adviser looking for an established client bank, strong earning potential and the backing of a growing business, we'd be keen to hear from you.

Recruit UK is supporting a well-established financial planning group in Bristol in their search for a Business Client Consultant to focus on workplace pensions, employee benefits and business protection. This is a great opportunity to work with business clients across the wider group, delivering specialist advice while opening the door to broader corporate financial planning opportunities. This role would suit someone who enjoys building relationships with employers and business owners and wants the scope to grow those relationships into wider corporate wealth planning, business protection and specialist services such as SSAS and business lending. You'll be working closely with colleagues across the group, so it's a good fit for someone who's collaborative and sees the value in a joined-up client service. Responsibilities Include: Developing and managing workplace pension opportunities with employers, including scheme reviews, implementation, governance and ongoing servicing Delivering employee pension education, financial planning seminars and engagement workshops to workplace clients and their staff Identifying and developing corporate wealth planning opportunities with business owners, including retirement planning, succession planning, exit planning and director financial planning Identifying and supporting business protection solutions, including Key Person Protection, Shareholder Protection, Relevant Life Plans, Executive Income Protection and Business Loan Protection Introducing clients to specialist services including SSAS, business lending, commercial finance and tax-efficient corporate planning strategies Working with business clients referred from other areas of the group and generating referrals back into the wider team Developing referral relationships with accountants, solicitors and other professional introducers Maintaining accurate client records and ensuring all work complies with FCA regulations and internal compliance procedures Liaising with pension providers, insurers, lenders and other professional partners Benefits: £50,000 FTE (£40,000 pro rata on a 4-day week) with an attractive bonus discussed at interview, salary negotiable Pension scheme: 3% employer, 5% employee contribution Death in Service cover (3 x salary) Free eye test and contribution towards glasses Funding towards further education courses and qualifications Employee Assistance Programme for employees and their families Cycle-to-work scheme 40 days per annum working from home what we are looking for: Experience within financial services Level 4 qualification (desired) Knowledge of workplace pensions and employee benefits Strong organisational skills with excellent attention to detail Experience of business protection, SSAS arrangements, corporate financial planning or business lending introductions would be advantageous If this sounds like the kind of role where you can build genuinely broad client relationships across pensions, protection and corporate planning, we'd love to hear from you.

Job Title: Financial Services Administrator Industry: Financial Advice Location: Henley-in-Arden Salary: Up to £34,500 Reference Number: 10543 Recruit UK is working with a well-respected Wealth Management firm in Herley-in-Arden, offering an excellent opportunity for an experienced Financial Services Administrator to join their growing team. As a Financial Services Administrator, you will manage all aspects of financial services administration, including processing Letters of Authority, 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: Salary up to £34,500 depending on experience 22 days annual leave + bank holidays + Christmas closure Hybrid working Pension contributions Cashback healthcare scheme Funding and support towards professional qualifications Free on-site parking Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services Industry Strong organisational and interpersonal skills Experience utilising Intelligent office is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: IFA Administrator Industry: Financial Services Location: Blackpool Salary: Up to £30,800 DOE Reference Number: 10541 Recruit UK is working with a well-respected Wealth Management firm in Blackpool, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. 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: Competitive salary up to £30,800 (depending on experience). 26 days' annual leave, increasing with length of service. Auto-enrolment pension. Share Incentive Plan. Private Medical Insurance. Death in Service (DIS) cover. Income Protection. Enhanced maternity leave. Paid paternity leave. Electric car scheme. Cycle to work scheme. Hybrid working. Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: 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: 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: 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: 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.