dipfa jobs

Recruit Wealth are partnered with a well-established, FCA-regulated financial planning firm with over 36 years’ heritage. They provide bespoke advice across pensions, investments, estate planning, and mortgages. As well as combine independent thinking and the infrastructure to deliver client-centred excellence.Currently looking for a driven and client-focused Financial Planner to join their...

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.

Wealth Compliance Analyst or Supervisor Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to play a large part in the function’s growth and development over the coming years with a tangible progression...

You will have the opportunity to work in a supportive team environment where progression is strongly supported. There is a fantastic culture where everyone is treated as an individual. Holiday allowance increases with serviceExams and training paid for Income protection Bonus Easy to get to location if driving Hours: 9 5pm Start date New Year

Wealth Compliance Analyst or Supervisor Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to play a large part in the function’s growth and development over the coming years with a tangible progression path....

Job description My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit. By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a...

Financial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a...

You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.

Location London Salary £38000 - £40000 TypePermanent WorkplaceOn-Site Ref88907 Junior Financial Adviser (IFA) Location: Central London Salary: £30,000 £35,000 per annum + up to 30% bonus Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH) Working Hours: Full-time Job Description Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a...

Wealth Compliance Analyst or Supervisor Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to play a large part in the function’s growth and development over the coming years with a tangible progression path....

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.

You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.

You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.

You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.

You must hold your DipFA qualification or equivalent Ideally, you should be a current Financial Advisor.

Wealth Compliance Analyst or Supervisor Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to play a large part in the function’s growth and development over the coming years with a tangible progression path....

Location Cambridge Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref89340 Recruiter Managing This Role Paraplanner Cambridge Hybrid working Up to £45,000 We are working with a highly respected national financial planning business that is seeking an experienced Paraplanner to join their Cambridge office. This is an excellent opportunity to become part of a growing organisation where...

Location Shaftesbury Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89275 Financial Adviser Shaftesbury Salary: £35,000 £60,000 (DOE) I am working with a well-renowned and highly respected wealth management firm in Shaftesbury that is looking to appoint an experienced Financial Adviser. This is a rare opportunity, as the firm seldom recruits, but they are open to bringing in an...