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.

⭐️ 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.

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,...

Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...

You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.

You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.

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.

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...

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...

PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENT YORK (HYBRID) 2/3 days in office £45-50K and bonus/benefits Our client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support: Level 4 qualified Paraplanner essential, minimum 18...

We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions. This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products,...

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...

You will be given autonomy to run your own cases and have lots of client contract. You can expect interesting and complex work.

You will advise clients on the most suitable trust vehicle for their requirements and on the associated tax implications. As a Private Client Solicitor, you’ll be part of a close-knit team, and your progress won’t be limited.

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...

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...

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...

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...