Senior Investment Director page is loaded Senior Investment Directorlocations: London (UK)posted on: Publié aujourd'huijob requisition id: R-162711 Please note this position is based in London and the successful candidate's contractual location will be London; other locations cannot be considered. Senior Investment Director We are seeking an experienced investment professional with a strong background in multi asset investing and a passion for financial markets to join our Investments function. This senior, client facing position requires technical expertise, commercial acumen and experience in the UK financial adviser and wealth markets. As one of Europe's largest real assets managers, we take an owner's approach to investment-making disciplined, high conviction decisions that create long term value for our clients, partners, and communities. Our capabilities span infrastructure, real estate and private debt, complemented by our public markets expertise across fixed income, equities, and multi asset solutions. Across all strategies, we build high conviction portfolios grounded in deep research, active management and robust portfolio construction. We take a long term, global perspective, cutting through market noise to deliver superior client outcomes while integrating sustainability at every stage of the investment process. As a Senior Investment Director within the Multi Asset team, you will act as a central link between our Investment and Distribution functions. Working closely with the investment desk, you will support client and consultant engagement while representing our multi asset capabilities at meetings, due diligence sessions and industry events. In this role, you will: Demonstrate deep expertise in our strategies, competitive landscape and broader industry trends. Own and deliver differentiated, compelling investment messaging and content. Shape and influence the Multi Asset product strategy. Serve as a trusted voice and ambassador for our Multi Asset franchise. A bit about the role: Represent the Multi Asset franchise externally through client meetings, events and thought leadership activity. Develop and maintain high quality investment content that clearly articulates our views and resonates with clients and advisers. Provide updates and training to Distribution teams Partner closely with Investment and Distribution teams to align on commercial priorities and product positioning. Provide strategic input into product development and enhancement, grounded in market insights and client feedback. Take a proactive, hands on approach to delivering key initiatives and driving collective goals across the business.In this role you'll be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we'll need to complete some regulatory background checks on you before you take up your role and we'll need to ask you some questions on an annual basis to make sure you remain 'fit and proper' and competent to carry out your role. We'll provide training on what holding a SMCR role means when you join us and annually thereafter. Skills and experience we're looking for: Extensive industry experience (10+ years), ideally within in a Multi-Asset investment, Client Portfolio Manager or product specialist role. Proven ability to create, refine and present unique and insightful investment content. Strong collaboration and stakeholder management skills, with experience working across diverse teams. Experience managing direct reports is desirable. Strong regulatory awareness and up to date knowledge of relevant frameworks. What you'll get for this role: Our purpose - with you today, for a better tomorrow - is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague:. Competitive Salary (depending on skills, experience, and qualifications). Discretionary bonus opportunity - depending on individual performance and Aviva Investors'! Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in. 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days! Aviva-funded Private Medical Benefit to help you get expert support when you need it. Make your money go further with up to 40% discount on Aviva products, and other retailer discounts. Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme. Brilliantly supportive policies including parental and carer's leave. Flexible benefits to suit you, including sustainability options such as cycle to work. Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others. Aviva is for everyone: We're inclusive and We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.To find out more about working at Aviva take a look .We'd love it if you could submit your application online. Please ensure that you have attached an up to date CV and/or updated your professional profile on Workday as we cannot progress your application without this . If you require an alternative method of applying, send an email to .
Feb 03, 2026
Full time
Senior Investment Director page is loaded Senior Investment Directorlocations: London (UK)posted on: Publié aujourd'huijob requisition id: R-162711 Please note this position is based in London and the successful candidate's contractual location will be London; other locations cannot be considered. Senior Investment Director We are seeking an experienced investment professional with a strong background in multi asset investing and a passion for financial markets to join our Investments function. This senior, client facing position requires technical expertise, commercial acumen and experience in the UK financial adviser and wealth markets. As one of Europe's largest real assets managers, we take an owner's approach to investment-making disciplined, high conviction decisions that create long term value for our clients, partners, and communities. Our capabilities span infrastructure, real estate and private debt, complemented by our public markets expertise across fixed income, equities, and multi asset solutions. Across all strategies, we build high conviction portfolios grounded in deep research, active management and robust portfolio construction. We take a long term, global perspective, cutting through market noise to deliver superior client outcomes while integrating sustainability at every stage of the investment process. As a Senior Investment Director within the Multi Asset team, you will act as a central link between our Investment and Distribution functions. Working closely with the investment desk, you will support client and consultant engagement while representing our multi asset capabilities at meetings, due diligence sessions and industry events. In this role, you will: Demonstrate deep expertise in our strategies, competitive landscape and broader industry trends. Own and deliver differentiated, compelling investment messaging and content. Shape and influence the Multi Asset product strategy. Serve as a trusted voice and ambassador for our Multi Asset franchise. A bit about the role: Represent the Multi Asset franchise externally through client meetings, events and thought leadership activity. Develop and maintain high quality investment content that clearly articulates our views and resonates with clients and advisers. Provide updates and training to Distribution teams Partner closely with Investment and Distribution teams to align on commercial priorities and product positioning. Provide strategic input into product development and enhancement, grounded in market insights and client feedback. Take a proactive, hands on approach to delivering key initiatives and driving collective goals across the business.In this role you'll be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we'll need to complete some regulatory background checks on you before you take up your role and we'll need to ask you some questions on an annual basis to make sure you remain 'fit and proper' and competent to carry out your role. We'll provide training on what holding a SMCR role means when you join us and annually thereafter. Skills and experience we're looking for: Extensive industry experience (10+ years), ideally within in a Multi-Asset investment, Client Portfolio Manager or product specialist role. Proven ability to create, refine and present unique and insightful investment content. Strong collaboration and stakeholder management skills, with experience working across diverse teams. Experience managing direct reports is desirable. Strong regulatory awareness and up to date knowledge of relevant frameworks. What you'll get for this role: Our purpose - with you today, for a better tomorrow - is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague:. Competitive Salary (depending on skills, experience, and qualifications). Discretionary bonus opportunity - depending on individual performance and Aviva Investors'! Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in. 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days! Aviva-funded Private Medical Benefit to help you get expert support when you need it. Make your money go further with up to 40% discount on Aviva products, and other retailer discounts. Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme. Brilliantly supportive policies including parental and carer's leave. Flexible benefits to suit you, including sustainability options such as cycle to work. Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others. Aviva is for everyone: We're inclusive and We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.To find out more about working at Aviva take a look .We'd love it if you could submit your application online. Please ensure that you have attached an up to date CV and/or updated your professional profile on Workday as we cannot progress your application without this . If you require an alternative method of applying, send an email to .
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.
Oct 08, 2025
Full time
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.
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Oct 07, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Sep 21, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
