Explore jobs in the UK

Search
Location

Returned 6 jobs

Returned jobs
Filter Search
Salary
Employment Hours
Contract Hours
Experience
Company Type
Hide
Sector
Date Posted
United Kingdom
permanent, full-time
£37,000 - £45,000 per annum

Senior Private Client Investment Advisor, London (Remote) Competitive packageThis opportunity is des... Senior Private Client Investment Advisor, London (Remote) Competitive packageThis opportunity is designed for experienced advisers who have outgrown large corporates and are seeking a boutique, FCA regulated firm that supports an entrepreneurial approach.At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks.  You’ll benefit from a competitive revenue share, flexible working arrangements, and institutional framework.The roleThis role is not a trainee position or a build from scratch opportunity. It is intended for experienced advisers who already manage private clients whether on an Execution Only, Advisory, or Discretionary basis and are seeking a more flexible operating model with performance linked remuneration. You’ll bring your existing client relationships and transition them into our regulated platform. From there, you will continue managing and developing client relationships in accordance with FCA requirements, supported by our compliance, operational, and systems infrastructure.Key Responsibilities Transition your existing private client book seamlessly into our platformsDrive organic growth of your client book while maintaining robust client records and governance standardsMaintain regular client reviews, including portfolio updates and objective reassessmentsBuild long term client relationships through suitable advice and portfolio management About our companyFounded in 2013, Vinco Wealth Management Ltd is a London based, FCA regulated advisory firm, providing tailored investment solutions to affluent and high net worth individuals.  Our established investment infrastructure gives advisers access to a broad range of solutions including equities, bonds, derivatives, and money market funds.The Benefits Competitive revenue shareFlexible working structureAccess to market leading platforms and product rangesOngoing regulatory and operational supportOpportunities to expand professional networks The person At least 5 years’ experience in private client investment or advisoryActively managing UK-based clients with a transferable bookRDR compliant with CISI Level 4 Investment Advice Diploma (or equivalent)Holds a valid Statement of Professional Standing (SPS)Commercially minded, self-motivated, and focused on long term relationships What’s nextIf you are looking to take greater ownership of your client relationships within a flexible, performance based structure, we would welcome the opportunity to discuss this role with you.

created 1 day ago
Chester
permanent, full-time
£55,000 per annum

Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,00... Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include: Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required What we are looking for Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred) What is on offer £55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step.  INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

created 1 week ago
Silsden , Yorkshire and The Humber
permanent, full-time
£33,000 per annum

ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office... ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office / 2 home after probation)About the roleWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession.You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment.Duties include: Technical & Report Writing Produce high-quality suitability reports across pensions and investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client files Client & Case Support Analyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on Intelliflo Platform, Quality & Compliance Support the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvement Systems you will use IntellifloDynamic PlannerFE AnalyticsTrue Potential What we are looking forEssential 2+ years' + Paraplanning experienceSolid understanding of UK financial products (pensions, ISAs, investments, protection)Strong report writing and written communication skillsHigh attention to detail and accuracyConfident analysing financial information and riskOrganised, deadline-driven and comfortable learning new systemsProfessional confidence to challenge constructively when needed Personal Fit A genuine interest in paraplanning as a professionReceptive to feedback and keen to develop technicallyTeam-focused, collaborative and dependable Desirable Paraplanning or financial services experienceCII Level 4 Diploma (or working towards)Knowledge of financial planning softwareExposure to trusts, estate planning or IHT What we offer Competitive salary (DOE)25 days holiday + bank holidaysDeath in Service (£100,000 cover)Private Medical Insurance (Vitality)Performance-related bonusHybrid working (3 office / 2 home after probation)Study support and CPDFree on-site parkingModern, tech-forward systems and processesSmall, supportive team environment with real technical exposure We are in a busy phase of growth and platform integration, so you’ll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn’t look right.This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner.Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

created 1 week ago
Gatwick , West Sussex
permanent, full-time
£50,000 - £75,000 per annum

Employee Benefit Adviser – £50,000 - £75,000 depending on experience - GatwickBoost your income, wor... Employee Benefit Adviser – £50,000 - £75,000 depending on experience - GatwickBoost your income, work with high-profile clients, and enjoy the freedom to shape your day.Join a successful financial services firm that values your expertise and gives you the tools to grow. Based in Solent, Gatwick or London, this role gives you direct access to top corporate clients, a flexible working setup, and the chance to make a name for yourself in the employee benefits space.Why this role stands out Earn more by achieving clear, achievable business targetsWork flexibly so you can manage client needs and personal timeDevelop your skills with ongoing training and exposure to high-value clientsTake time off with 25 days of holiday to relax and rechargePlan ahead with a 3% employer pension contribution What you'll do Win and grow business by building relationships that generate long-term valueDeliver advice that matters and helps clients make confident decisionsStand out with tailored proposals that show your insight and expertiseKeep clients engaged through regular, useful reviews that build trustSimplify the complex by making employee benefits easy to understandStay organised and efficient with tools like Word and ExcelCollaborate with providers and colleagues to keep everything running smoothlySupport senior managers and raise your profile across the team About usWe’re straight-talking, client-focused and growing fast. Our team is experienced, supportive and always looking to do better. We give you the freedom to manage your workload and the support to help you succeed.What you'll need to bring Diploma in Regulated Financial Planning or equivalentExperience advising in the employee benefits sectorComfortable using flexible benefit platformsClear, confident communication and great relationship-building skillsStrong IT skills and attention to detailFluent in English (spoken and written) What’s nextIf you’re ready to grow your earnings, take control of your schedule and work with clients who value your advice, this is your next move.Apply now and take that next step.

created 2 weeks ago
Trafford Park , North West
contract, full-time
£24,000 - £42,000 per annum

School Business Manager Trafford Specialist School – £24,000–£42,000 (DOE)Are you an experienced Sch... School Business Manager Trafford Specialist School – £24,000–£42,000 (DOE)Are you an experienced School Business Manager with a strong track record in financial recovery and operational leadership?Do you thrive in challenging environments where your expertise can make a real, measurable difference?Would you like to play a pivotal role in stabilising and strengthening the future of a specialist school?A specialist school in Trafford is seeking a highly capable School Business Manager to join the leadership team at a critical and important time. Due to the long-term absence of the previous post-holder, the school’s financial position has come under pressure, and the leadership team is now looking to appoint an experienced professional who can take ownership of the school’s business and financial operations.The Role – School Business ManagerAs School Business Manager, you will hold strategic responsibility for the school’s financial management, budgeting, and operational efficiency. Working closely with the Headteacher and Governors, you will lead on financial recovery planning, cost control, and long-term sustainability, ensuring the school is placed on a stable footing moving forward.Your responsibilities will include overseeing budgeting and forecasting, managing deficits, identifying efficiency savings, and ensuring robust financial controls are in place. In addition, you will have oversight of HR processes, premises management, procurement, and compliance, ensuring the school operates smoothly and effectively on a day-to-day basis.This School Business Manager role is suited to someone confident in stepping into a complex situation, assessing existing systems, and implementing clear, practical improvements. Experience within specialist or SEND settings is highly desirable, though not essential.What’s on Offer Permanent School Business Manager positionSalary £24,000–£42,000, dependent on experienceOpportunity to lead financial recovery and improvementKey role within the senior leadership structureSupportive and collaborative leadership teamMeaningful impact within a specialist education setting Ideal Candidate – School Business Manager Proven experience as a School Business Manager or in a senior school finance roleDemonstrable success managing or improving school finances, including deficit recoveryStrong understanding of school funding, budgeting, and complianceConfident, resilient, and able to work autonomouslyExcellent communication skills when working with senior leaders and governors This is a rare opportunity for an experienced School Business Manager to bring stability, clarity, and financial confidence to a Trafford specialist school at a crucial time in its journey.Apply today to be considered for this School Business Manager role and help shape the future of a school that truly needs your expertise.School Business Manager – Trafford Specialist School – £24,000–£42,000 (DOE)INDEDU

created 2 weeks ago
Oldbury , West Midlands
permanent, full-time
£55,609 - £59,027 per annum

We are seeking a Finance Business Partner to join our dynamic and impactful team in Sandwell, UK. Th... We are seeking a Finance Business Partner to join our dynamic and impactful team in Sandwell, UK. This permanent position offers a salary of £55,609 to £59,027 per annum. You will be part of an organisation that is committed to making a difference daily. We value innovation and support, providing an environment where professionals can thrive and contribute to meaningful outcomes for others. The role is full-time, encompassing 37 hours per week with flexible working arrangements, including hybrid options with a minimum of 2 days in our Oldbury office.Perks and benefits:- Competitive pension plan: Secure your future with a robust pension scheme that grows with you.- Generous annual leave: Enjoy ample time off to recharge, ensuring work-life balance is more than just a phrase.- Professional development opportunities: We support your growth and career aspirations with access to training and resources.- Health and wellness programs: Take advantage of our wellness initiatives that promote health and well-being.- Flexible working arrangements: Benefit from hybrid working patterns, allowing you to tailor your schedule for greater flexibility.About the role:Reporting to the Head of Finance, this role is pivotal in managing the day-to-day operations of the Payments Team. You will oversee the production of Budget Monitoring information, ensuring budget holders are informed about their financial status, and work to maximise funding streams for the Trust. Your responsibilities will also include:What you will do:- Provide comprehensive financial information, including monthly management accounts and forecasts, alongside insightful advice and guidance.- Lead the annual budget setting and business planning processes, ensuring accuracy and strategic alignment.- Review, develop, and maintain business processes and systems control functions within Oracle financials.- Enhance the Trust’s income generation capabilities.- Manage the Payments Team efficiently.- Develop and implement Financial Regulations and Procedures to uphold financial governance.We are looking for someone who is qualified to CIMA, ACCA, or CIPFA level, with strong Excel skills and prior experience in staff management. A commitment to improving outcomes for children and young people is essential.Why Sandwell?Sandwell offers a unique blend of urban and green spaces, making it a fantastic place to both live and work. With excellent transport links and a friendly community vibe, you’ll find a welcoming place to call home and a supportive network to help you achieve your career goals. Join us and become part of something truly special, where your work genuinely makes a difference.Working with Sanctuary Personnel:Sanctuary Personnel is a trusted and award-winning agency for roles. With an ‘Excellent’ rating on Trustpilot from over 1,000 reviews and many prestigious industry awards, we are dedicated to finding you the best possible rates in roles that match your skills and experience.

created 3 weeks ago