Financial Advisor Location: West SussexContract: Permanent Salary: £40,000 - £60,000 per annum Start Date: ASAP Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in West Sussex for Financial Advisors to join the team on a permanent basis. The Financial Advisors would come into a role with an existing portfolio and be given the responsibility to maintain and potentially build on the client book. They have a range of specialist portfolios that will require the Advisor to build and maintain relationships with clients on the books, servicing needs where required. Candidate Criteria DipFA Level 4 as a minimum with experience post qualification Experience of managing a client portfolio with experience of developing new business or fully servicing an existing book Ability to deal with a range of clients, providing specialist advice and solutions Drivers licence and access to a car would be essential for client visits throughout the week If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Sep 01, 2025
Full time
Financial Advisor Location: West SussexContract: Permanent Salary: £40,000 - £60,000 per annum Start Date: ASAP Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in West Sussex for Financial Advisors to join the team on a permanent basis. The Financial Advisors would come into a role with an existing portfolio and be given the responsibility to maintain and potentially build on the client book. They have a range of specialist portfolios that will require the Advisor to build and maintain relationships with clients on the books, servicing needs where required. Candidate Criteria DipFA Level 4 as a minimum with experience post qualification Experience of managing a client portfolio with experience of developing new business or fully servicing an existing book Ability to deal with a range of clients, providing specialist advice and solutions Drivers licence and access to a car would be essential for client visits throughout the week If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Service Care Solutions are working alongside national Mortgage Broker who are seeking a proactive self-employed Mortgage Broker to manage a pipeline of clients, deliver expert advice, and drive new business growth. Please find a description of the role below. Role: Self-Employed Mortgage Broker Salary: £100k+ (performance dependant) Location: London. Working: Hybrid/Remote. Key Responsibilities: Manage and develop client relationships, following up on leads and opportunities. MUST have experience of mortgage values £200k+. Work in a supportive environment with other like-minded brokers Conduct detailed fact-finding to assess client needs and financial goals. Deliver clear, compliant advice on mortgage and insurance solutions. Maintain accurate records in line with FCA and internal compliance standards. Stay current with market trends, product updates, and regulatory changes. Support business development through networking and referrals. If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on or email .uk.Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If you have any questions or queries, please don't not hesitate to ask.
Sep 01, 2025
Full time
Service Care Solutions are working alongside national Mortgage Broker who are seeking a proactive self-employed Mortgage Broker to manage a pipeline of clients, deliver expert advice, and drive new business growth. Please find a description of the role below. Role: Self-Employed Mortgage Broker Salary: £100k+ (performance dependant) Location: London. Working: Hybrid/Remote. Key Responsibilities: Manage and develop client relationships, following up on leads and opportunities. MUST have experience of mortgage values £200k+. Work in a supportive environment with other like-minded brokers Conduct detailed fact-finding to assess client needs and financial goals. Deliver clear, compliant advice on mortgage and insurance solutions. Maintain accurate records in line with FCA and internal compliance standards. Stay current with market trends, product updates, and regulatory changes. Support business development through networking and referrals. If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on or email .uk.Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If you have any questions or queries, please don't not hesitate to ask.
Paraplanner Location: WiltshireContract: Permanent Salary: £40,000 - £50,000 per annum Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses. This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards. Main Responsibilities Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Candidate Criteria Level 4 Diploma as a minimum with experience post qualification Experience in a Paraplanner role for a minimum of 3 years Great technical ability with experience of dealing with a range of clients Strong knowledge of IT, MS Word & Excel and with back-office system experience If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Sep 01, 2025
Full time
Paraplanner Location: WiltshireContract: Permanent Salary: £40,000 - £50,000 per annum Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses. This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards. Main Responsibilities Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Candidate Criteria Level 4 Diploma as a minimum with experience post qualification Experience in a Paraplanner role for a minimum of 3 years Great technical ability with experience of dealing with a range of clients Strong knowledge of IT, MS Word & Excel and with back-office system experience If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Paraplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Sep 01, 2025
Full time
Paraplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Wealth Manager Location: Gloucestershire Contract: Permanent Salary: £50,000 - £90,000 per annum + commission Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for Wealth Managers to join the team on a permanent basis. This entrepreneurial firm is looking for forward-thinking Advisors to help grow a long-standing client base, with an extensive marketing strategy behind them for lead generation.This post will require someone who can bring in a lot of business but will lead to client retention for the advisors along with a 20% bonus on all initial fees. This is a great opportunity for an upcoming advisor to build up a client base, ideally with some existing clients established and earn a large amount. Candidate Criteria Qualified Financial Planner/Advisor as a minimum with experience post qualification Experience of building up a client base, ideally with clients available to bring over Great technical ability with experience of dealing with a range of clients Great client facing skills, with excellent communication and high-level organisation. If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Sep 01, 2025
Full time
Wealth Manager Location: Gloucestershire Contract: Permanent Salary: £50,000 - £90,000 per annum + commission Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for Wealth Managers to join the team on a permanent basis. This entrepreneurial firm is looking for forward-thinking Advisors to help grow a long-standing client base, with an extensive marketing strategy behind them for lead generation.This post will require someone who can bring in a lot of business but will lead to client retention for the advisors along with a 20% bonus on all initial fees. This is a great opportunity for an upcoming advisor to build up a client base, ideally with some existing clients established and earn a large amount. Candidate Criteria Qualified Financial Planner/Advisor as a minimum with experience post qualification Experience of building up a client base, ideally with clients available to bring over Great technical ability with experience of dealing with a range of clients Great client facing skills, with excellent communication and high-level organisation. If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Independent Financial Advisor Location: IpswichContract: Permanent Salary: £40,000 - £50,000 per annum + commission Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Ipswich for an Independent Financial Advisor to join the team on a permanent basis. The IFA will take over a retiring advisor's portfolio and will be responsible for servicing existing clients as will as building new business which will provide a large earning potential. Candidate Criteria Level 4 Diploma as a minimum with experience post qualification Experience in a similar Advisory role, servicing clients and building up new business Great technical ability with experience of dealing with a range of clients Great client facing skills, with great communication and high-level organisation. If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Sep 01, 2025
Full time
Independent Financial Advisor Location: IpswichContract: Permanent Salary: £40,000 - £50,000 per annum + commission Start Date: Flexible Contact: .uk Hybrid Working Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Ipswich for an Independent Financial Advisor to join the team on a permanent basis. The IFA will take over a retiring advisor's portfolio and will be responsible for servicing existing clients as will as building new business which will provide a large earning potential. Candidate Criteria Level 4 Diploma as a minimum with experience post qualification Experience in a similar Advisory role, servicing clients and building up new business Great technical ability with experience of dealing with a range of clients Great client facing skills, with great communication and high-level organisation. If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed