Jobs from WEALTHLINK RECRUITMENT LTD

Location: Remote with client visits | Ideally based in Cheltenham, Gloucestershire Salary: £50,000 basic up to 25% bonus on IAF Benefits £50,000 basic salary Up to 25% bonus on IAF Existing client bank provided Remote and flexible working Full support towards Chartered Financial Planner status Private Medical Insurance (PMI) Death in Service cover EMI Share Option Scheme 26 days annual leave plus

Paraplanner Team Leader Location: Bristol (Hybrid Working) Salary: £45,000 - £55,000 DOE Benefits Hybrid working Free parking Cycle to Work scheme Company events Career development opportunities Supportive and collaborative team environment The Opportunity A fantastic opportunity has arisen for an experienced Paraplanner to step into a leadership role with a growing financial planning firm. You wi

Trainee Paraplanner Location - Chester (up to 3 days a week from home) Salary up to £35,00 bonus Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in pl

Paraplanner Location: Sutton Coldfield Salary: Up to £45,000 Working Pattern: Hybrid – 3 days in office / 2 days from home Benefits: Competitive benefits package Progression: Clear pathway to Team Leader in the future Overview An excellent opportunity for an experienced Paraplanner to join a financial planning support team, providing technical paraplanning services to Financial Advisers. Key Respo

Junior Paraplanner Location: Sutton Coldfield Salary: £30,000 – £35,000 Working Pattern: Hybrid after initial 4-week training period (3 days office / 2 days from home) Benefits: Competitive benefits package Progression: Clear long-term development opportunities Overview An excellent opportunity for a Junior Paraplanner to join a growing financial planning support team in Sutton Coldfield. This rol

Our client, a successful boutique wealth manager, are seeking a client-focused industry professional to join their close-knit team. You will be given the opportunity to grow an established book of existing clients, providing a first class service at all times. All applicants must be qualified to Level 4 as a minimum, although it is likely you will be progressing towards Chartered status. You must

IFA Administrator Salary: £DOE Duration: Permanent, Full time, office-based Benefits: 25 days' annual leave plus bank holidays, study support and leave, free parking, DIS, pension, career progression prospects The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financ

Investment Analyst Location Balsall Common, Coventry Salary £30,000 - £40,000 Bonus We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting. Key Responsibilities of Investment Analyst: Conduct in-depth research on financial markets, sectors

Junior Paraplanner Location - Leicester (Hybrid) Salary up to £35,000 We are working with a boutique Independent Financial Adviser who are looking to bring on a Junior Paraplanner. In the role you will work 121 with a Senior Paraplanner on a wide range of financial planning cases to help support Financial Advisers in pre and post-meeting Technical Analysis. A full training and development program

Role Overview An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment. The business has experienced significant growth in recent years and c

We are working with an IFA in Meriden, Coventry who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referral

Financial Planner Location; Leicester Salary Up to £80,000 Bonus OTE £100K We are working with an IFA based in Leicestershire who are looking to bring on a new Financial Planner to manage a bank of 100 clients with a value of approximately £20m aum. As a Financial Planner you will provide an ongoing holistic financial planning service covering Investment, Pension, estate, trust and protection pla

Overview An excellent opportunity has arisen for an experienced Technical Paraplanner to join a highly regarded and growing Financial Planning team. This hybrid Technical Paraplanner role is ideal for a technically strong financial services professional looking to work within a collaborative environment supporting advisers on complex financial planning cases and delivering exceptional client outco

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of client

Financial Adviser Location - South Yorkshire (Remote) Salary - OTE £80,000 We are working with a national Financial Planning firm who are looking for an experienced Financial Adviser to take over an existing client book. The book consists of approximately 150 clients with a value of around £30m AUM. in the role you will provide an ongoing holistic advice service covering investment, pensions, IHT

Investment Analyst Location Balsall Common, Coventry Salary £30,000 - £40,000 Bonus We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The successful candidate will play a key role in supporting investment decisions through research, analysis, and reporting. Key Responsibilities of Investment Analyst: Conduct in-depth research on financial markets, sectors

Junior Paraplanner Location - Leicester (Hybrid) Salary up to £35,000 We are working with a boutique Independent Financial Adviser who are looking to bring on a Junior Paraplanner. In the role you will work 121 with a Senior Paraplanner on a wide range of financial planning cases to help support Financial Advisers in pre and post-meeting Technical Analysis. A full training and development program

IFA Administrator Location: Guildford Salary: £28,000 - £34,000 DOE Duration: Permanent, Full time, office based initially Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Guildford who are looking to add an IFA Administrator to their established team. In the role you will work closely wit

Senior Financial Planning Administrator Location - Leicester Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will w

We are working with an IFA in Meriden, Coventry who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referral

Financial Planner Location; Leicester Salary Up to £80,000 Bonus OTE £100K We are working with an IFA based in Leicestershire who are looking to bring on a new Financial Planner to manage a bank of 100 clients with a value of approximately £20m aum. As a Financial Planner you will provide an ongoing holistic financial planning service covering Investment, Pension, estate, trust and protection pla