Recruit UK

Job Role: Financial Planning Administrator Industry: Financial Services Location: Harrogate Salary: Up to £32,000 Are you a Financial Services Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice. You'll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information. Responsibilities include Preparing client review packs with up-to-date valuations, policy information, and costs and charges Requesting and chasing plan information from providers and updating IO systems Producing comparisons on investment propositions and assisting with research Processing new business applications and liaising with providers to ensure timely completion Maintaining accurate client files and ensuring compliance with FCA rules and company procedures Collaborating with advisers and support teams to deliver excellent service to clients What we're looking for At least 1 year experience within adviser support or financial administration Good written and verbal communication skills A methodical, accurate, and proactive approach to work Competence with IT systems and confidence in learning new platforms Benefits Private medical insurance, group life insurance, and income protection insurance. Pension Scheme (7.5% employer contribution) 25 days annual leave (+ ability to buy or sell 5 days) Office Christmas closure Hybrid working (2/3-day split) Performance related bonus Lunch and snacks provided This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!

Job Title: Paraplanner Industry: Financial Planning Location: Birmingham - Hybrid working Salary: £30,000 - £42,000 Job Reference: 9836 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions. In this vital role, you will deliver comprehensive paraplanning support to Financial Planners, helping to ensure high-quality client service, technical precision, and full regulatory compliance in all advice given. Your responsibilities will include producing detailed suitability reports, carrying out in-depth research, developing cash flow models, and supporting the entire advice process to achieve excellent results for our clients. Duties as a paraplanner will involve, but not be limited to: Building cash flow models Prepare recommendations and suitability reports Undertake research to identify suitable solutions to meet the clients Prepare information/comparisons for analysis by Planner Establish and build strong relationships with clients What's in it for you? Salary negotiable dependent on skills and experience up to £42,000 Competitive bonus scheme The company will match pension contributions up to the rate of 5% Very flexible hybrid working Assistance with future examinations Medical cash back portal and private GP support 28 dates annual leave (FTE) DIS Skills and experience required: Level 4 Diploma or equivalent (desirable) Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection Strong suitability report writing skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm in Birmingham 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 job 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.

Interested in becoming a Financial Adviser? Keen to join a company that will support you with exams and offer defined progression? We're working with a highly respected, family-run financial planning company who pride themselves on delivering a personal, client-first service. They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers. You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career. What's on offer: Salary of £27,000 - £31,000 bonus and clear earning progression Support for the Level 4 Diploma in Regulated Financial Planning Clear route from administration to full client-facing financial advice A professional but relaxed environment, far removed from a typical corporate structure Mentorship from the Director Free on-site parking and hybrid working once established Responsibilities: Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records Assist with gathering and analysing client information to support the preparation of financial plans Attend client meetings alongside advisers to observe and learn the advice process Liaise with product providers to obtain policy information, valuations, and illustrations Ensure all compliance requirements and internal procedures are followed at every stage of the advice process Support with the preparation of suitability reports and investment reviews under supervision Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period About you: Experience working in regulated Financial Services role (desirable) Progress towards industry exams (desirable) Organised, professional, and confident in client-facing situations Looking for a long-term career in financial advice with a clear development pathway Comfortable working in-office most of the week, with some flexibility available This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients. If the above role aligns with your career aspirations, apply now!

Job Title: Performance Manager (Financial Advice) Location: Farnborough Ref: 9807 Are you passionate about Financial Planning? Do you enjoy supporting financial advisers to develop and succeed? Are you seeking clear progression into a senior leadership role? Recruit UK has partnered with a national Wealth Manager who is looking for a Performance Manager to join their Farnborough team. This successful office has a 35+ strong team and is a core hub for their South East operations. This varied role focuses on performance management, operations, recruitment/growth and office management, including P&L delivery. They're looking for a well-rounded candidate with a proven track record of performance management in and driving operational improvements to deliver growth in a Financial Advice business. You'll be a strong people manager, commercially astute, and able to develop and implement cohesive plans to enhance team performance. Ability to have difficult and challenging conversations is key to being successful in this role. This role has a big focus on development, with a progression path into a senior management/director-level position. The company have a track record for training and developing their employees and providing numerous routes to progress internally. What's on offer: Salary up to £75,000 Performance-based bonus 26 days of annual leave plus holiday purchase scheme Comprehensive corporate and flexible benefits package Enhanced family policies Get in touch or apply online to find out more about this opportunity!

Job Title: Adviser Relations Manager Location: South East UK - Hybrid Working Salary: Competitive basic and bonus structure Reference: 9845 Are you an experienced leader in financial services who thrives on supporting and motivating financial advisers to deliver exceptional client outcomes? We're currently working with a well-established, nationwide independent wealth management firm looking to appoint an Adviser Relations Manager to join their growing team. This is a full-time, permanent role with a competitive salary, hybrid working , and a strong benefits package. Key Responsibilities: Lead, support and motivate a team of Independent Financial Advisers across the UK. Ensure advisers deliver high-quality, holistic financial planning advice in line with FCA standards and Consumer Duty requirements. Drive team performance and KPIs focused on revenue growth, adviser/client retention, and positive client outcomes. Manage adviser competency through ongoing support, training, file reviews, and maintaining a robust T&C framework. Be responsible for compliance, ongoing development and performance of both experienced advisers and new entrants. Collaborate with internal departments to improve processes and enhance the client experience. Lead recruitment efforts to bring in high-calibre, culturally aligned advisers. What We're Looking For: Proven experience in managing and developing successful adviser teams. Strong knowledge of FCA regulations and compliance expectations. Level 4 Diploma in Financial Planning (minimum requirement). Experience in Sales Management and T&C oversight. Preferably holds a relevant supervision qualification (e.g. H15, J07, AF6). Strong communication and leadership skills. Analytical with the ability to interpret and act on performance data. Eligible to attain SPS. What's on Offer: Flexible working arrangements and generous holiday allowance (with additional perks like birthday leave and long-service holiday bonuses). Company-wide annual bonuses. Professional development and career progression support. Health and wellbeing benefits including cashback on healthcare and discounts on gym memberships. Retail discounts and access to a wide range of online learning tools. Annual social events including summer and Christmas parties. With over 30 years of industry experience and hundreds of employees nationwide, this firm offers a unique opportunity to join a business that values its people and places real emphasis on client outcomes and adviser success. Interested in learning more or applying, share your details and we will be in touch!

Job description Job Title: Financial Adviser Industry: Financial Services Location: London Salary: Up to £65,000 Job Ref: 9158 Job Description: We are working on an excellent opportunity for a Junior Financial Adviser to join a well-established UK Financial Advice company with in London. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Working closely with Financial Planners, you will be dealing with some existing clients and new client enquiries. 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 £60k Mentoring from Senior Advisers Client leads - Typical clients £300k+ to invest Excellent bonus schemes (1.2 x Validation) 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 Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book 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, offices in London on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Financial Adviser Industry: Financial Services Location: Harpenden Salary: Up to £60,000 Job Ref: 9414 Job Description: We are working on an excellent opportunity for a Junior Financial Adviser to join a well-established UK Financial Advice company with offices in Harpenden. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Working closely with Financial Planners, you will be dealing with some existing portfolio of clients and new client enquiries. 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 £60k Mentoring from Senior Advisers Client bank plus leads - Typical clients £300k+ to invest Excellent bonus schemes (1.2 x Validation) 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 Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book 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, offices in Harpenden on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Financial Adviser Industry: Financial Services Location: Epsom, Surrey Salary: Up to £70,000 Job Ref: 9536 Job Description: We are working on an excellent opportunity for Financial Adviser to join a well-established UK Financial Advice company with offices in Epsom. 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 where you'll get to know and service them as well as taking care of new client enquiries. 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 provided. What's in it for you: Competitive starting salary up to £70k Client Bank Client leads - Typical clients £300k+ to invest Excellent bonus schemes (1.2 x Validation) 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 Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book 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, offices in Epsom on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Financial Adviser Industry: Financial Services Location: Wendover, Hertfordshire. Salary: £50,000 + Job Ref: 9614 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Wendover. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Working closely with Financial Planners, you will be dealing with existing clients and dealing with new client enquiries. 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 £50k+ Mentoring from Senior Advisers Client leads - Typical clients £300k+ to invest Excellent bonus schemes (1 x Validation) 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 Ideally CAS Status Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book 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, offices in Harpenden on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market.

Job Title: Client Service Executive Industry: Investment Management Location: Central London Salary: up to £45,000 Job Reference: 9785 Only apply if you have IFA Admin experience supporting Financial Advisers or Investment Managers. Job description We are working with a longstanding and highly successful investment management firm, who are also pioneers in the ethical investments and developing unique propositions to align with each client's values and goals. As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in client services or eventually become an Investment Manager yourself. There is an expectation to stay in this role for a few years so you can build strong experience in this position before progressing forward but you will have the opportunity to pursue further qualifications in this position. Duties will include but not limited to: Liaise with clients and maintain ongoing relationships in different team Manage the full client lifecycle administration process in a timely manner with ownership and accountability End to end management of account opening, onboarding, transfer processes, client payments, account amendments and portfolio valuations. Understand client suitability requirements and support the IM with this by producing client summaries and welcome letters. Adhere to compliance regulations Be the first point of contact for clients and be the SME for all things relating to administration which will include attending client meetings and leading discussions around status of administrative tasks. Benefits: Salary up to £45,000 Hybrid working Excellent training and development 10% pension contribution 25 days holiday, rising to 30. +/- 5 days Clear long term progression routes Support with professional qualifications Attractive benefits package including private medical Skills and experience required: Experience working in a similar position within Investment Management or Wealth Management. Experience managing end to end administration processes Strong communication and client facing experience Only apply if you have IFA Admin experience supporting Financial Advisers or Investment Managers. 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: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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: Client Administrator Location: Manchester Salary: Up to £30,000 (depending on experience) Working Hours: 9am - 5pm, Monday to Friday Reference Number: 9862 About the Role Recruit UK is working on behalf of a well-established financial services firm who are looking to appoint a Client Administrator to join their growing team in Manchester. This is an excellent opportunity for a detail-oriented and proactive individual seeking to build a career within the financial services sector. The role offers strong development prospects, with the opportunity to grow into broader back-office functions over time. Key Responsibilities Client Review Pack Preparation: Obtain valuations, performance data, and charges disclosures. Produce and issue annual review packs to clients. Client Data Collection & Management: Issue Investment Risk Questionnaires (IRQs) and Fact Finds. Update internal systems with client responses. Notify advisers of any changes and follow up with clients via email, post, or phone. System Maintenance: Upload and manage client data generated or received. Group Scheme Administration: Liaise with employers for updated staff data. Create annual review packs for Group Pension Plan (GPP) members. Coordinate adviser meetings and ensure invoicing and database updates are completed. Documentation & Compliance: Draft simplified Annual Review Suitability Assessment Letters from templates and detailed adviser meeting notes. Carry out Anti-Money Laundering checks via Smartsearch. Adhere to FCA Conduct Rules and company policies. General Administration: Answer incoming calls and take messages. Greet visitors and maintain the reception and meeting room presentation. Manage incoming and outgoing mail. Calculate client fees and issue Client Agreements via post or DocuSign. Future Development This role has a clear scope for progression. As your experience grows, you'll be given opportunities to support in: Fund switches. ISA, GIA, and Bond withdrawals. Pension income withdrawals. Processing new business. Other administrative tasks supporting the advisory team. This is a long-term opportunity for someone looking to grow within the profession. Candidate Profile We're looking for someone who is: Detail-oriented with strong organisational skills. Punctual and dependable. Confident using Microsoft Word and Excel. A strong communicator, both verbally and in writing. Eager to learn and develop a career within financial services. Benefits Package Basic Salary: Up to £30,000 basic salary. Pension Contribution Death in Service Critical Illness Cover Income Protection Holiday Entitlement: 26 days Bank holidays (Due to rise). Career Development: Support available for financial services qualifications About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Client Administrator role in Manchester. 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 Location: Harrogate Salary: Up to £45,000 Hybrid Working scheme Reference Number: 9844 About the Role Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented Paraplanner to join their dynamic team in Harrogate . Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. This is a fantastic opportunity for a Paraplanner to join a fast-paced, client-focused environment where your work will directly contribute to the company's continued growth and reputation for excellent service. Do you want to have: A chance to be part of a growing and ambitious organisation? A supportive team culture with opportunities for development? A competitive salary, discretionary bonus, and flexible benefits? The opportunity to work within a hybrid working model and be offered career progression opportunities? If this sounds like it could be of interest continue to read! Responsibilities include: Draft compliant suitability reports with adviser input. Verify information accuracy with planners. Prepare client recommendations. Support advisers for positive client outcomes. Maintain customer service and compliance standards. Keep records and workflows updated. Meet FCA and company requirements. Achieve advice document targets. Communicate effectively with teams. Manage own caseload efficiently. Collect and review client data. Assist with new business processing. Stay updated on technical knowledge. Perform ad hoc duties. Benefits include: Competitive salary of up to £45,000 Bonus scheme Hybrid working Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave Bank Holidays Buy and sell holiday scheme Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm on a Paraplanner role in Harrogate. 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: Operations Manager - Financial Planning Location: Norwich Salary: Up to £50,000 Type: Full-time, Permanent A highly regarded, Chartered financial planning firm is seeking a Operations Manager to lead its client support teams and drive operational excellence. The Role: You'll manage administration, paraplanning, and front-of-house teams, ensuring efficient operations and outstanding client service. You'll also play a key role in process improvement, compliance, and team development. Key Responsibilities: Lead and develop support teams Manage workflows and office systems (e.g., Intelligent Office) Ensure timely client deliverables Foster a culture of continuous improvement Liaise with senior stakeholders and contribute to firm-wide projects What's in it for you: Salary of up to £50,000 per annum Discretionary Bonus Private medical Insurance Support with professional development 2 paid Volunteering days per year Lifestyle rewards and employee discount Pension at 7.5% Requirements: Leadership experience in a regulated financial services setting Strong understanding of FCA compliance Excellent organisational and client service skills Familiarity with financial planning systems Why Apply: This is a rare opportunity to step into a pivotal leadership role within a growing, client-focused firm that values quality, integrity, and team culture. 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 Winchester on an Administration role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Self Employed Financial Adviser Industry: Financial Services Location: Northampton/Milton Keynes Earnings: £70,000 + Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Northampton and Milton Keynes to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the Due to growth, this prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Northampton and Milton Keynes areas. You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one, c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Northampton and Milton Keynes on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Paraplanner Industry: Financial Planning Location: Leicestershire - Hybrid working Salary: £30,000 - £42,000 Job Reference: 9836 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice, in their Leicester branch. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions. In this vital role as a Paraplanner, you will deliver comprehensive paraplanning support to Financial Planners, helping to ensure high-quality client service, technical precision, and full regulatory compliance in all advice given. Your responsibilities as a Paraplanner will include producing detailed suitability reports, carrying out in-depth research, developing cash flow models, and supporting the entire advice process to achieve excellent results for our clients. Duties as a paraplanner will involve, but not be limited to: Building cash flow models Prepare recommendations and suitability reports Undertake research to identify suitable solutions to meet the clients Prepare information/comparisons for analysis by Planner Establish and build strong relationships with clients What's in it for you? Salary negotiable dependent on skills and experience up to £42,000 Competitive bonus scheme The company will match pension contributions up to the rate of 5% Very flexible hybrid working Assistance with future examinations Medical cash back portal and private GP support 28 dates annual leave (FTE) DIS Skills and experience required: Level 4 Diploma or equivalent (desirable) Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection Strong suitability report writing skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm in Leicestershire 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 job 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.

Financial Planning Administrator (Practice Lead) Location: Glossop Salary: Up to £30,000 Bonus Scheme Hours: Monday - Friday, 9 am - 5pm Reference Number: 9871 This role is being advertised by Recruit UK Are you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Financial Planning Administrator who can take ownership of daily operations and help deliver exceptional service to their clients. This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You'll be joining a supportive, driven team who are passionate about making a positive difference-both to their clients and to each other. Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector. About the Opportunity: As a Financial Planning Administrator, you will play a central role in the smooth running of the office. You'll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development. You'll be fully trained on internal systems and processes and mentored to understand the complete client journey-so you can be confident in delivering a high level of service from day one. Key Responsibilities: Manage daily office operations and ensure the office runs efficiently Host and lead weekly office meetings, ensuring follow-ups are actioned Organise client events and support local networking activities Prepare business reports for finance and key stakeholders Mentor and support team members, sharing knowledge and best practices Process new and existing business administration Liaise with providers and internal departments as needed Prepare valuation reports, client meeting packs, and suitability letters Maintain accurate client records in the back-office system Ensure documentation is complete and compliant Provide timely follow-up after client meetings What We're Looking For: Strong verbal and written communication skills Confident working with Microsoft Office and financial systems High attention to detail and organisational ability Proactive approach to problem-solving and taking initiative Comfortable working in a close-knit, fast-paced team environment Professional telephone manner and a client-first attitude Ability to manage time effectively and prioritise tasks Previous experience in a financial services or office management role is desirable What's on Offer: Starting salary of up to £30,000 Bonus scheme of up to 15% Employee ownership & profit share scheme Gateway into the financial planning industry. Structured training and mentorship to support your development A competitive salary and bonus scheme Private health insurance, pension scheme, and Employee Assistance Programme Career progression opportunities within a growing and respected organisation A collaborative and inclusive working environment About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Financial Planning Administrator role in Glossop. 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.

Are you an experienced financial services administrator looking for the next step up in your career? Recruit UK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. If you're keen to find out more, apply now and we can have a chat!