Job Title: Paraplanner Location: Edinburgh Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. An opportunity has arisen for an experienced Paraplanner to join the Edinburgh office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes.

• Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice
• Support client review and new business meetings, helping advisors clearly communicate planning solutions
• Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations
• Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards
• Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly
• Maintain accurate client records and contribute to the ongoing improvement of advice processes

• Diploma in Regulated Financial Planning (CII Level 4 or equivalent) (or working towards)
• Previous experience working as a Paraplanner
• Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles
• High attention to detail with a strong compliance mindset
• Confident user of financial planning software
• Organised, proactive, and comfortable managing multiple priorities
• Working towards, or holding, CII Level 6 is advantageous

"BHINDWEA" Job Type: Full-time Pay: £40,000.00-£55,000.00 per year

• Company pension

Work Location: Hybrid remote in Edinburgh EH3 View the original Indeed job posting for the Paraplanner opportunity at Capio Recruitment in Edinburgh.

Job Type : Permanent Location: Hybrid - Edinburgh Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here. Closing Date: 14 th May Salary and benefits: From £70,000, plus indicative bonus range of 16% to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role

As a key member of the Standard Life Advice and Guidance Leadership Team, you would lead the successful development and growth of a team of Standard Life Advisers, delivering innovative, modern, high quality advice propositions for customers. Utilising your technical expertise and strong leadership skills you will inspire confidence in our colleague and customer’s future. You will lead a team to provide professional financial advice on retirement solutions and investment propositions. Your role is to lead and develop a team to drive improved customer experience, advocacy and satisfaction underpinned by a robust risk, training and competence framework.

What are we looking for?

You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs. You will have a high level of technical pension knowledge qualified with a minimum of CII Diploma Level 4. (essential, without this we will be unable to consider your application) Lead, coach and develop a team of up to 12 Advisers, to enable delivery against key performance indicators, commercial, stakeholder and regulatory requirements. Meet the requirements of the Training and Competence Scheme Framework; recruiting, training and developing and maintaining the competence of advisers, as well as supporting attainment of competent adviser status and good customer outcomes. Develop and manage cross-divisional internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers. Adhere to regulatory, legislative and business requirements using the Risk and People Management Framework to manage risk to investors and the company’s reputation.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. We’re reviewing applications as they come in, so apply early to avoid missing out. Find out more about working at Standard Life

• Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us

 

Senior Managers Certification Regime (SMCR)

This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to: PRA Individual Conduct Standards FCA Senior Individual Conduct Rules Further information on the Senior Managers & Certification Regime can be found on the FCA website. View the original Indeed job posting for the Advice Manager opportunity at Standard Life in Edinburgh.

Working as part of the Adviser Services Group including the Sense and Lyncombe financial adviser networks. We are looking to add to our team of case reviewers to support our growing adviser communities.

Key Responsibilities:

• Check advisers’ client files of core products including protection, mortgage, savings, investment, personal pension and general insurance business sales against regulatory and company standards in respect of documentation and suitability of advice, ensuring they are reviewed thoroughly, fairly, consistently and promptly.
• Check advisers’ client files for specialist area products including equity release, long term care and specialist pension (defined benefit transfers) business sales against regulatory and company standards in respect of documentation and suitability of advice, ensuring they are reviewed thoroughly, fairly, consistently and promptly (where the case reviewer has the relevant qualification).
• Identify risk issues on cases reviewed and recommend corrective actions, applying the principles of Treating Customers Fairly
• Prepare feedback reports to advisers / T&C Supervisors highlighting development needs and action points and requesting further information and corrective action as necessary.
• Record all appropriate information on the Company back office systems as required in line with case review standards.
• Manage own case load to ensure all outstanding action / information is followed up, completed and resolved appropriately and within Company timescales, liaising with Advisers / T&C Supervisors as required.
• Highlight any breaches, inconsistencies or trends identified to the Head of Case Monitoring and /or Compliance Director as appropriate.
• Deal with queries from advisers, either by email or via supervisors. Build and reinforce positive relationships and ensure that issues are resolved, and mutually acceptable solutions are found.
• Ensure up to date knowledge is maintained and applied in respect of departmental policies, procedures and standards, and actively contribute to their development.
• To fully participate in and adhere to any performance management process the Company has in place, in a professional and constructive manner.
• Carry out additional reviews to assist with appeals, complaints and investigations when required.
• Maintain appropriate training records and ensure CPD is logged, adhering to the standards of the relevant professional accreditation body.
• Attend and positively participate in team and company meetings as required
• To fully understand and adhere to the Consumer Duty.

 

Knowledge Requirements:

Essential Qualifications:

• Diploma in Financial Planning (or equivalent level 4 qualification)

  Desirable Qualifications:

• Qualifications for specialist areas e.g. ER1, CF8, AF3/7
• Level 3 mortgage qualification (e.g. CF6)

 

Experience requirements:

• Minimum 2 year’s financial services experience

  Desired experience:

• 1 year or more case review experience including providing written and verbal feedback to financial advisers
• Experience of using Intelliflo Office.

 

Performance Indicators:

• Performance against agreed targets and objectives
• Regular 1:1’s
• Performance appraisals
• Quality assurance checks
• Internal/external feedback
• CPD
• Annual retention of knowledge tests
• Performance review
• Industry qualifications
• Adherence to FCA and company guidelines

 

SM&CR Requirements:

• You must act with integrity.
• You must act with due skill, care and diligence.
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly
• You must observe proper standards of market conduct.

In applying to this role, you confirm that that you agree with our privacy notice, which can be found here: //ashlgroup.co.uk/hubfs/ASHL%20Job%20Applicants%20Privacy%20Notice%20v1.2%20for%20Indeed.pdf Pay: £40,000.00-£45,000.00 per year  

Benefits:

• Company pension
• Cycle to work scheme
• Private medical insurance
• Referral programme
• Sick pay
• Work from home

 

Experience:

• Financial services: 2 years (required)

 

Licence/Certification:

• Diploma in Financial Planning (or equivalent level 4) (required)

Work Location: Remote View the original Indeed job posting for the Case Reviewer opportunity at Adviser Services Holding Limited in United Kingdom.

Skills and experience required for the Financial Adviser role:

Experience and Knowledge

• Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions.
• In-depth knowledge of FCA regulations, compliance requirements, and reporting.
• Demonstrated success in delivering tailored financial planning advice.
• Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems.

Job Title: Financial Adviser Basic Salary: £50,000 - £70,000 Basic, OTE £100,000 - £120,000 Location: City of London, Hybrid

About the Firm

Our client is a highly successful, boutique St. James’s Place Partner Practice, providing holistic, long-term financial planning to a loyal, mid-to-high-net-worth client base. The firm offers comprehensive advice across pensions, investments, tax planning, inheritance planning, and school fee planning, with a strong emphasis on quality, relationships, and long-term outcomes.

The Role

Swarm Recruitment is working in partnership to appoint an experienced Financial Adviser to join a growing advisory team in London. This is an employed position offering the opportunity to take ownership of an established HNW client portfolio from day one, while also being supported to grow and develop further through high-quality leads, referrals, and a strong internal support structure. Whether you are looking to accelerate earnings, deepen your exposure to complex planning, or build a long-term legacy within a supportive private wealth environment, this role offers both autonomy and backing in equal measure.

Salary & Benefits:

• Basic Salary: £50,000 – £70,000 (dependent on experience)
• OTE - £100,000 - £120,000
• Uncapped discretionary bonus and fee-share opportunities
• Established HNW client bank provided
• Full paraplanning, administration, and marketing support
• Ongoing training, coaching, and professional development
• 24 days’ holiday plus your birthday off
• Additional holiday accrued with length of service
• Medicash Health Plan
• Life Assurance
• Income Protection

 

Working Hours:

• Monday – Friday
• Hybrid working available: Expected to be in the London office on Lombard Street at least two to three days a week.
• Client Meetings: May involve attending meetings with Clients.

 

Desired Experience:

• Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser
• Level 4 Diploma in Financial Planning – essential
• Level 6 / Chartered status – preferred
• Experience advising high-net-worth clients and managing complex planning needs
• Proven track record of delivering strong client outcomes
• Commercially minded, relationship-driven, and values-led
• Ambitious, professional, and motivated to build a long-term career

 

Responsibilities & Duties:

• Deliver High-Quality Financial Advice - Provide tailored, holistic financial planning advice to HNW clients across investments, pensions, tax planning, and estate structuring.
• Manage & Grow Client Relationships - Take ownership of an established client bank while proactively deepening relationships and uncovering additional planning opportunities.
• Business Development & Growth - Grow your book organically through referrals, professional connections, and high-quality internal leads.
• Collaborate with Internal Specialists - Work closely with paraplanning, administration, and business development teams to ensure efficient, compliant, and high-quality client delivery.
• Maintain Technical & Market Knowledge - Stay informed on market trends, legislative changes, and planning strategies to ensure advice remains current and appropriate.
• Collaborate Cross-Functionally - Work closely with leadership, marketing, operations, and compliance to ensure CRM systems, workflows, and lead pipelines support adviser effectiveness at scale.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested. Job Types: Full-time, Permanent Pay: £50,000.00-£120,000.00 per year

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance
• Work from home

Experience:

• Wealth Management: 3 years (required)

Work Location: Hybrid remote in London EC3V 9BQ View the original Indeed job posting for the Financial Adviser opportunity at swarm recruitment in London.

Location: Basinghall Street, London Reports to: Senior Partner / Team Leader Contract Type: Full-time, Permanent

Role Overview

We are seeking an experienced and technically strong individual to join our Wealth Management team as a Senior Business Support Executive. The successful candidate will support the management of a substantial client portfolio and assist with the oversight and development of advisers and support staff alongside the Senior Partner. The role plays a key part in delivering exceptional client outcomes through technical financial planning support, operational management, business development support, and leadership across the wider team. This opportunity would suit an experienced professional within Financial Planning or Wealth Management looking to take on broader responsibility within a high-performing environment.

Key ResponsibilitiesBusiness Processing

• Conduct detailed analysis of provider information and client data.
• Perform financial calculations and technical analysis to support financial planning recommendations.
• Complete CFRs accurately and efficiently.
• Draft, review, and finalise suitability reports and associated client documentation.
• Maintain high standards of file quality and compliance.

 

Meeting Preparation

• Prepare tailored recommendations for presentation in client meetings.
• Produce and maintain client cashflow modelling reports.
• Prepare meeting packs, financial analytics, and supporting documentation.

Business Management & Forecasting

• Monitor and maintain recurring revenue streams across the client portfolio.
• Forecast income and identify opportunities to improve business pipeline and operational efficiency.
• Support wider business planning and operational objectives.

Client Servicing

• Ensure all clients receive annual review meetings within agreed service timelines.
• Maintain accurate client records and meeting outcomes within Salesforce.
• Draft and issue review letters and follow-up documentation promptly following meetings.

Risk & Compliance

• Identify, monitor, and escalate potential client, business, and regulatory risks.
• Work closely with the internal Risk & Compliance team to maintain robust governance standards.
• Ensure all documentation and processes remain compliant with FCA requirements.

Team Management & Leadership

• Support the management and development of support staff within the team.
• Mentor junior team members to improve technical capability, efficiency, and service standards.
• Assist with the operational development of advisers across the wider team.
• Act as a key communication link between Senior Management and the wider team.

Skills & Experience Required

• Previous experience within Wealth Management or Financial Planning.
• Strong technical knowledge of pensions, investments, and financial planning.
• Experience preparing suitability reports and supporting advisers.
• Strong organisational, analytical, and communication skills.
• Ability to manage workloads effectively within a fast-paced environment.
• Experience using Salesforce and cashflow modelling software preferred.
• Level 4 Diploma qualified (or working towards) preferred.

What We Offer

• Competitive salary
• Performance-related bonus structure
• Career development opportunities within a growing team
• Professional and collaborative working environment

Pay: £40,000.00-£45,000.00 per year Ability to commute/relocate:

• London EC2V 5DE: reliably commute or plan to relocate before starting work (required)

Language:

• English (required)

Licence/Certification:

• Level 4 Investment Advice Diploma (CISI/CII) (preferred)

Willingness to travel:

• 100% (required)

Work Location: In person View the original Indeed job posting for the Business Support Executive opportunity at Clearwater Wealth Management in London.

Role Overview

Financial Adviser – Build Your Legacy in Private Wealth Location: London | Employed Role | £50,000–£70,000 Base + Uncapped Earnings At Apollo Private Wealth, we’re not just hiring advisers, we’re building futures. Yours could be next. Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their lives. Whether you already have experience in this niche or are looking to build it with full support behind you, this role allows you to make a meaningful impact while building a highly valuable and differentiated client base.

• Provide expert, empathetic financial advice to clients going through divorce or separation.
• Support clients in financial settlements, including asset division, pension sharing, and long-term financial planning.
• Work closely with solicitors and legal professionals to ensure aligned and effective client outcomes.
• Help clients rebuild and restructure their financial futures post-divorce across investments, pensions, tax planning, and estate structuring.
• Build strong, trust-based relationships during emotionally sensitive situations.
• Proactively grow your niche through professional partnerships, referrals, and networking within the legal and HNW space.
• Collaborate with internal teams including Business Development, Paraplanning, and Admin to deliver a seamless client experience.

Role Requirements

• Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser.
• Level 4 Diploma (required), Level 6 / Chartered status (preferred).
• Experience advising high-net-worth clients, ideally with exposure to complex or sensitive cases.
• Strong interpersonal and emotional intelligence, able to handle delicate situations with professionalism and care.
• A proven track record of delivering high-quality advice and client outcomes.
• Experience in specialising in divorce financial planning
• Ambition, integrity, and a desire to build a respected niche within private wealth.

Why us?

The Extras That Matter

• 24 Days Holiday + Your Birthday Off and accrued holiday wit service
• Ongoing Training & Development
• NHS Medicash Health Plan
• Life Assurance & Income Protection
• Quarterly Company Socials
• Office in London with Hybrid Working

Ready to Make the Move? If you're serious about making your mark in wealth management, and want to join a firm where your success is our mission, Apollo Private Wealth is the next step in your journey. Apply now to take ownership of your future, supported by a team that believes in your potential. Learn more about us

About us

We’re part of Apollo Group  a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James’s Place, but we move at the pace of a startup and operate with the care of a family office. View the original Indeed job posting for the Financial Adviser - Divorce Specialist opportunity at Apollo Private Wealth in London EC3V 9BQ, United Kingdom.

Location: Altrincham / Hybrid Salary: Up to £45,000 CII Level 4 Diploma (Minimum) 30 Days Annual Leave + 8 Bank Holidays 9% Pension Scheme We are seeking an experienced Diploma Qualified File Reviewer to join a high-performing compliance and business assurance team within a National & leading firm of Chartered Financial Planners. This role is ideal for someone with strong technical knowledge, excellent attention to detail, and a passion for maintaining high standards of advice, suitability and regulatory compliance. You will play a vital part in supporting robust risk-based monitoring across both asset management and financial planning activity, helping the business uphold its commitment to delivering high-quality advice and exceptional client outcomes. Role Overview You will support the Head of File Checking by conducting thorough client file reviews in line with internal policies, FCA regulation, and Consumer Duty requirements. Working closely with Advisers, Paraplanners, T&C and Business Assurance colleagues, you will ensure advice is suitable, documentation is complete, and processes are adhered to consistently and fairly. This role offers breadth and variety, covering both pre-sale and post-sale reviews, thematic monitoring, and contributing to ongoing improvements across the advice process.

Key Responsibilities

• Conduct pre- and post-sale client file reviews across asset management and financial planning functions
• Ensure suitability, completeness and accuracy of advice, documentation, disclosures and records
• Identify risks, breaches or gaps and recommend appropriate corrective actions
• Apply FCA guidelines including COBS, PROD, Treating Customers Fairly, Consumer Duty and vulnerable client considerations
• Provide structured and constructive feedback to Advisers and Paraplanners
• Escalate potential issues to the Business Assurance Manager or relevant stakeholders
• Support training initiatives by highlighting adviser or paraplanner development needs
• Maintain accurate records of file checks, outcomes and follow-up actions
• Support thematic reviews and other monitoring tasks set out in the assurance plan
• Manage workload effectively to ensure timely completion of checks and follow-ups
• Contribute to process improvements by identifying trends or reoccurring issues
• Provide assistance across the wider Business Assurance function as required
• Demonstrate expected behaviours in line with the FCA Conduct Rules at all times
• Knowledge, Skills & Experience

Essential

• Level 4 Diploma qualified
• Minimum 2 years' file-checking experience within an asset management or financial planning environment
• Strong understanding of UK financial services and retail investment products
• Knowledge of investment management, suitability requirements, and financial planning processes (investments, retirement, protection, tax planning)
• Strong working knowledge of FCA regulations including COBS, SYSC and PROD
• Excellent attention to detail and analytical skills
• Ability to work independently, use initiative and manage workload effectively
• Strong communication skills with the ability to build relationships and deliver constructive feedback

Desirable

• Experience file checking within an IFA environment
• Working knowledge of Intelligent Office

Why Apply?

This is an opportunity to join a respected and growing business where quality, professionalism and client outcomes are at the forefront. You will be part of a collaborative and knowledgeable team, with the chance to influence standards, help develop advisers, and contribute to ongoing improvements across the advice process. NJR16610 #ADM Job Types: Full-time, Permanent Pay: £43,000.00-£45,000.00 per year

Application question(s):

• Are you Level 4 Diploma Qualified?
• Have you been in a Pensions & Investment File Review role?

Work Location: In person View the original Indeed job posting for the File Reviewer - Pension & investments opportunity at NJR Recruitment LTD in Altrincham.

Location: Poole Salary: £35,000 – £40,000 Job Types: Full-time | Permanent

Location: Newbold Salary: £32,500 – £47,500 Job Types: Full-time, Part-time, Permanent  

Paraplanner – Financial Services

Salary £30,000 - £45,000 (depending on experience) - we would consider part time for the right candidate (pro rata) We’re seeking a dedicated and proactive Paraplanner to play a vital role in our team. This position involves close collaboration with our financial advisers, helping to craft tailored financial advice and investment strategies for our valued clients. The role requires a strong foundation in financial planning, alongside a thorough understanding of investment products and strategies. Exceptional analytical and communication skills, paired with meticulous attention to detail, are essential for success. This is a unique opportunity for a motivated and resourceful individual who thrives in a dynamic environment. You’ll contribute directly to the growth of our business and help deliver the exceptional service our clients expect. Our company specialises in bespoke financial advice and investment management services for high-net-worth individuals and businesses. As a Paraplanner, you’ll take on meaningful responsibilities, working at the heart of the advice process to shape our clients’ financial futures.

 

THE ROLE

• Comprehensive understanding of client requirements and assistance with producing effective financial solutions to these requirements
• Technical research and analysis on viability and strength of financial plans
• Preparation of suitability letters
• Collaborate with financial advisors to develop and implement investment strategies for clients
• Effective and timely updates of client records and back-office system
• Liaison with clients and product providers
• Areas covered will include mainly pensions and investments but also protection
• Fulfil regulatory reporting requirements
• Act as a liaison between clients and financial advisors, responding to client inquiries and providing timely and accurate information
• Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and regulations

 

ESSENTIAL CRITERIA

• Minimum of 3 years of experience in financial planning or a similar role
• Excellent communication and report writing skills
• Candidates will be Level 4 Diploma qualified or working towards this qualification
• Professional telephone manner and interpersonal skills
• Team player
• IT proficiency including Microsoft Office

 

DESIRABLE CRITERIA

• Intelliflo back-office experience
• Experience using Genovo

 

THE OFFER

• Competitive salary
• Discretionary Bonus
• Death in Service
• Staff Team Building Days Out
• Early finish on a Friday
• 25 days holiday + bank holidays
• Company Pension Scheme
• Free Parking

  Job Types: Full-time, Part-time, Permanent Pay: £32,500.00-£47,500.00 per year

 

Benefits:

• Company pension
• Free parking
• Life insurance

Work Location: In person View the original Indeed job posting for the Paraplanner opportunity at Kirrage Williams Limited in Newbold.

Location: Farnham Salary: £55,000 – £60,000 Job Type: Full-time | Permanent | Graduate  

Financial Planner – based Farnham, Surrey – competitive salary + benefits

Northwood Wealth Management are a growing specialist Financial Planning Consultancy supporting high net worth clients in the South of England. Due to strong client growth we have a new and exciting opportunity for a qualified Financial Planner to join our existing Financial Planning expert team. CII Diploma Level 4 or equivalent. SPS with current authorisation. Are you wanting to work with a consultancy practice that focus on client longer term financial goals and planning and can develop your skills through mentorship? We are offering a genuinely career enhancing opportunity that will develop your knowledge in a truly supportive friendly environment. Northwood Wealth Management is a Life Centred Financial Planning Consultancy that believe that wealth exists to serve our clients – not the other way around. Our role is to ensure that people are empowered to live the life they choose by providing financial focus and independence.

The Role

Rapport – getting to know our clients and asking about their longer term aims prior to planning. Analysis – asking the right questions then full analysis of clients’ requirements, development of cash flow models and accurate recording of client data. Solutions - construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of models and reports. Working with our Paraplanning/ Admin teams to create reports that support and help our clients. Relationship Building - liaison with clients by telephone, letter, email and leading face to face meetings. Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.

Our Requirements;

Diploma in Financial Planning A minimum of 4 years industry experience Excellent administrative, research, report writing and communication skills Willingness to learn understand and share our ethos regarding integrity of supporting clients Excellent analytical skills with a preference for working in a structured, planned manner Salary & Benefits: Salary: Up to £60,000 + benefits + salary progression ladder. Salary level dependent on qualification and experience level Hours: Permanent, full time, scope for 1/2 days per week from home. Flexibility around working hours No agents please AG/NWM/01 Job Types: Full-time, Permanent, Graduate Pay: £60,000.00 per year

 

Benefits:

• Additional leave
• Company events
• Company pension
• Employee mentoring programme
• Flexitime
• Free parking
• On-site parking

 

Ability to commute/relocate:

• Farnham GU9 7SD: reliably commute or plan to relocate before starting work (required)

 

Application question(s):

• Our role is office based in Farnham, Surrey so essential that you can commute a minimum of 3 days per week
• Are you legally entitled to work in the UK?

 

Experience:

• Financial advice: 4 years (required)

 

Licence/Certification:

• Diploma Level 4 Financial Planning Qualified (required)

 

Work Location: In person   View the original Indeed job posting for the Financial Planner opportunity at Agile HR Consulting in Farnham.

Location: London We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London. With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

 

What this means in practice:

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact. Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.  

About the role:

We are looking for a candidate to join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will look after a book of their own clients once fully onboarded and will be responsible for the satisfaction as well as the contributions from those clients.  

Key Responsibilities

• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact
• Building a strong knowledge of Moneyfarm’s products and platform
• Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call
• Communicate to our clients the views of our expert portfolio managers on how we invest our client's wealth and financial markets as a whole.
• Provide clear and concise guidance to help clients to reach their financial goals
• Work closely with other departments on additional projects to help improve overall client experience
• Keep the CRM database (Salesforce) up to date with all client contact.

Requirements

Must have:

• Willing to study for CISI Investment Advice Diploma (or level 4 equivalent) exams
• Be commercially driven
• Excellent communication skills, both verbal and written
• Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment
• Outstanding problem solving & organisational skills
• Minimum 2:1 degree
• A-Level (or equivalent) in Maths, Economics, Finance or a relevant numerate subject at grade B or above.

Nice to have:

• Begin work towards CISI Investment Advice Diploma (or level 4 equivalent)
• Basic understanding of Moneyfarm’s offerings (Pensions, General Investment Accounts and Stocks & Shares ISAs)
• A passion for startups and a strong interest in building a career in the Financial Services
• Successful experience in sales and client relationship management

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

View the original Indeed job posting for the Investment Consultant opportunity at Moneyfarm in London.

Location: The Gherkin, City of London Job type: Full-time, Permanent Work pattern: Monday to Friday Work setting: Hybrid, London office and remote Salary: From£50,000- £70,000 per year Expected earnings: £150,000+ OTE   Thornton & Baines IFA Ltd is looking for an experienced Financial Adviser to join our team in the City of London. Based at The Gherkin, this is an opportunity to work with a well-established independent financial advisory firm that has spent over 20 years building a strong reputation in wealth management and inheritance tax planning. This role is designed for advisers who want to focus on advising, building relationships and closing business, without spending their time cold calling or self-generating leads. All client meetings are pre-booked directly into your diary, allowing you to focus on delivering advice and converting quality opportunities. You will be working with high-net-worth clients, supported by a strong internal lead generation system, a recognised brand and a steady flow of qualified appointments.

What we offer

 

Location: City of London Contract : Full Time Salary : £32,000 – £38,000

Start Your Career Where Decisions Are Made

A leading financial firm based in the City of London is expanding its Risk team and opening the door to individuals looking to break into one of the most critical areas of finance. This opportunity is designed for those who are switched on, commercially aware, and ready to step into a role where your work directly supports business stability, regulatory alignment, and strategic growth. No prior experience in risk is required. What matters is your mindset, your ability to think critically, and your willingness to learn quickly in a fast-moving environment.

The Opportunity

You will be working alongside experienced risk and compliance professionals, gaining exposure to how financial institutions identify threats, manage uncertainty, and protect both clients and the business. From day one, you will be involved in real tasks that contribute to how the business operates.

What You’ll Be Doing

• Reviewing internal processes to identify potential risks or inefficiencies
• Supporting the monitoring of financial and operational risk indicators
• Assisting in ensuring the business aligns with regulatory expectations, including standards set by the Financial Conduct Authority
• Analysing reports and data to highlight trends or irregularities
• Working with different departments to improve controls and reduce exposure to risk
• Contributing to internal reviews, audits, and ongoing risk assessments
• Producing clear, structured reports for senior team members

What They’re Looking For

• This role is open to individuals from a wide range of backgrounds. You do not need a traditional finance profile to apply.
• Strong problem-solving ability and attention to detail
• Confidence working with data, numbers, or structured information
• A genuine interest in how businesses manage risk and make decisions
• Good communication skills and the ability to present ideas clearly
• A proactive attitude and willingness to take initiative
• Any exposure to finance, business, or compliance is beneficial but not required

What You’ll Get In Return

• Starting salary of £32,000 – £38,000 with performance-based increases
• Full support towards professional qualifications in risk, compliance, or finance
• Hands-on training with experienced professionals in the field
• Clear progression into specialised roles such as Operational Risk, Market Risk, or Compliance
• Access to a high-performing, fast-paced financial environment in Central London
• Long-term career development with structured growth opportunities

Why This Role

This is a genuine entry point into the financial services industry without the usual barriers. If you are looking for a role that offers real responsibility, career progression, and the chance to build valuable, transferable skills in a respected sector, this is the type of opportunity that can define your career early.

Applications

Due to the location and nature of the role, applications are expected to be high. Early applications are encouraged.

Location: Central London Salary: £55,000 – £65,000 + Performance Bonus + Long-Term Incentives  

A role with real influence, not just oversight

This is not a reporting-heavy ESG position where you sit on the sidelines. You will be directly shaping investment decisions, influencing capital allocation, and working alongside senior investment professionals to ensure environmental, social, and governance principles are embedded into the core of every deal, portfolio, and client strategy. You will be joining a firm that treats ESG as a commercial advantage, not a compliance exercise. The expectation is simple: bring insight, challenge thinking, and elevate how investments are assessed and executed.  

What you will be responsible for

You will take ownership of ESG integration across investment activity, ensuring that sustainability considerations are embedded from initial screening through to portfolio monitoring and exit strategies. You will analyse potential investments through an ESG lens, identifying both risks and opportunities that others may overlook. This includes reviewing company disclosures, assessing governance structures, evaluating environmental impact, and understanding social responsibility within business models. Working closely with investment teams, you will contribute to due diligence processes, offering ESG insights that directly influence whether deals proceed, how they are structured, and how risks are mitigated. You will design and refine ESG frameworks used internally, ensuring they align with evolving market expectations and regulatory standards. This includes developing scoring methodologies, impact measurement tools, and reporting structures that are both commercially relevant and technically robust. A key part of your role will involve engaging with portfolio companies. You will guide leadership teams on improving ESG performance, supporting them in implementing sustainable practices that enhance long-term value. You will also play a role in client-facing activity, contributing to presentations, investment reports, and strategic discussions where ESG performance and impact are increasingly central to decision-making.    

What makes this role different

This position goes beyond policy writing and reporting. You will be embedded within investment activity, working on live opportunities and influencing outcomes in real time. You will have visibility across a diverse portfolio, gaining exposure to multiple sectors and investment strategies. The role offers a balance of analytical work, strategic input, and stakeholder engagement. You will be encouraged to challenge assumptions. ESG is evolving rapidly, and the firm is looking for someone who can bring fresh thinking, not just follow established frameworks.    

What we are looking for

A strong understanding of ESG principles and how they apply within investment environments. This includes familiarity with areas such as climate risk, governance structures, ethical investing, and sustainability reporting. Experience in investment analysis, asset management, consulting, or a related field where ESG considerations have been part of decision-making. The ability to interpret complex data and translate it into clear, actionable insights for both technical and non-technical stakeholders. Confidence in working with senior professionals and contributing to high-level discussions where your input will directly influence investment outcomes. A commercially minded approach, with the ability to balance sustainability goals alongside financial performance.    

Salary and rewards

Base salary between £55,000 and £65,000 depending on experience Discretionary performance bonus linked to both individual contribution and portfolio success Long-term incentive scheme aligned with investment performance    

Benefits and perks

Hybrid working model available once you have established yourself within the team and understand internal operations Private healthcare and wellness support, including mental health services 25 days annual leave plus bank holidays, with the option to purchase additional days Enhanced pension scheme with employer contributions Annual ESG innovation allowance to support further learning, certifications, or research projects Access to exclusive industry events, conferences, and networking opportunities Clear progression pathway into senior ESG leadership or investment strategy roles    

Why this opportunity stands out

You will not just be measuring impact, you will be creating it. This is an opportunity to sit at the intersection of sustainability and high-level investment decision-making, where your insights will shape real outcomes. If you are looking for a role where ESG is taken seriously, where your voice carries weight, and where your work directly influences investment success, this is where you step up. Apply now to be part of a team redefining how investment and sustainability work together.