wealth management adviser jobs

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial...

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

Job Title: Quality Assurance Manager-Wealth Management Location: - Horsham-3Days/week Onsite Duration: 6months+ Contract Inside IR35 700GBP/Day Inside IR35 Key Responsibilities Quality Governance • Define, maintain, and enforce quality standards for product development and operations. • Oversee adherence to the new PDLC across all domain teams. • Conduct quality reviews for requirements,...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning...

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

An independent wealth management business is looking for an analytical, organised Implementation Analyst to support process improvement and system change, including CRM. The role involves gathering and analysing requirements, mapping workflows, designing and implementing new processes, and supporting system enhancements Key responsibilities: • Analyse and document process and system change...

⭐️ File Reviewer📍 Home Based💰 c.£45,000+ BenefitsOur client is a leading wealth management firm who are seeking an experienced Level 4 qualified File Reviewer to join their growing compliance and quality assurance team. In this role, you will be responsible for carrying out detailed file checks to ensure all advice provided by their advisers meets FCA standards, internal policies, and industry...

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

Private Wealth Partner/Head of Team LondonA unique opportunity has arisen for a Private Wealth Partner to join a rapidly expanding national law firm with a strong Private Client platform and a clear trajectory of growth and talent investment.The PlatformThis firm has grown significantly in recent years through strategic expansion and talent acquisition, adding a large number of lawyers across...

Job Description Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with...

Job Description We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing...

The Company: A well respected and professional financial planning firm with ambitious growth plans.The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge.The Financial Planning...

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations...

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.What you'll be doing as Financial...

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing...