financial investment adviser

Eden Rose

Financial Adviser (Pathway to Senior Management)Location: Gloucester (Office-based initially, with flexibility)Salary: £50,000 - £75,000 (DOE)Exceptional candidates may be considered at higher levelsQualifications: Level 4 Diploma essential Chartered or working towards highly desirableAbout the FirmWe're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets.This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning.The OpportunityDue to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person.Key Responsibilities<ul><li>Manage and develop a loyal portfolio of private clients.</li><li>Deliver holistic, independent financial advice aligned with clients' long-term goals.</li><li>Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators.</li><li>Contribute to the firm's growth and strategic direction over time.</li></ul>What We're Looking For<ul><li>Level 4 Diploma in Financial Planning (Chartered status desirable).</li><li>Minimum 3 years' experience as an Adviser within an independent or restricted environment.</li><li>Personable, ethical, and client-focused - not a sales-driven mindset.</li><li>Comfortable advising clients with professionalism, integrity, and empathy.</li><li>Ideally bringing a small client book (not essential).</li><li>Open to candidates under restrictive covenants (case by case).</li></ul>What's On Offer<ul><li>Salary: £50,000 - £75,000 (higher considered for exceptional candidates).</li><li>Bonus: Flexible structure - can include percentage of new business or trail.</li><li>Pension: 5% employer / 5% employee.</li><li>Holidays: 25 days + statutory.</li><li>Additional Benefits:</li><li>Electric car scheme (after qualifying period).</li><li>Health scheme.</li><li>Full professional development and study support.</li><li>Collaborative, low-turnover environment focused on fairness, progression, and long-term success.</li></ul>If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

Independent Financial Advsier (Chartered Desired)

Advance Search & Selection Ltd

Independent Financial Adviser (Financial Planner, Financial Advisor, IFA)Salary: up to £80,000 (depending on experience), full benefits and uncapped bonusesThis is an excellent opportunity to be part of a progressive and client-focused, wealth management firm dealing with HNW clients across Berkshire and surrounding areas. Service and develop an existing book of HNW clients, the role offers some home-based working with access to office locations as some clients prefer to meet in office.Full back-office support including full Paraplanning support.Level 4 Diploma in Financial Planning, ideally working towards Chartered status.

Independent Financial Adviser

Financial Divisions

You've spent years building your reputation. You've got loyal clients, impeccable ethics, and you know the difference between good advice and a box-ticking exercise. You don't need micromanaging - you need a platform that matches your standards.This firm is growing, client-first, and built around experienced advisers who want to focus on relationships, not red tape. You'll have full paraplanning and admin support, a strong compliance framework, and complete freedom to advise as you see fit.You can choose an employed or self-employed setup, work from home, and still have access to office space and face-to-face client support when needed.What's on offer:<ul><li>OTE £75k-£180k+ depending on structure and client base</li><li>Fully independent proposition</li><li>Paraplanning, compliance, and marketing support provided</li><li>Clear path to equity and eventual buy-out if desired</li><li>Cutting-edge tech that actually works</li></ul>If you're a Chartered or senior-level Adviser looking to align with a firm that respects experience over volume, this is where you'll find it.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Chartered Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.Duties of the Investment Administrator to include:<ul><li>Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li>Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li>Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li>Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li>Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul>Requirements for the successful Investment Administrator:<ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Investment Administrator

Relationship Manager

OB LUX PROPERTIES

OB Lux Properties is a premier luxury real estate brokerage based in Dubai, United Arab Emirates. Known for its exclusive portfolio of high-end residences, investment-grade developments, and elite lifestyle properties, OB Lux Properties serves a global clientele seeking exceptional real estate opportunities in Dubai&rsquo;s most prestigious communities.With an emphasis on discretion, service excellence, and market intelligence, the company has quickly established itself as a trusted leader in the luxury segment.<ul><li>Position: Investment Advisor</li><li>Location: Business Bay, Dubai</li><li>Joining Date: 05 January 2026</li></ul>What We Offer<ul><li>Basic Salary Support: Provided for the first 2 months (details to be discussed)</li><li>Company sim card &amp; laptop</li><li>Attractive Commission Structure:</li><li>50% commission on company-provided leads</li><li>70% commission on personal leads</li><li>Leads: Access to genuine, high-quality leads every month</li><li>Marketing Support: Online property portals, marketing campaigns, and more</li><li>Training: Continuous in-house coaching and support from reputable developers.</li></ul>Who We&rsquo;re Looking For<ul><li>Applicants MUST have UAE real estate experience and available in Dubai and willing to join immediately by January 2026</li><li>Passionate About Real Estate: Driven, motivated, and eager to succeed</li><li>Strong Sales &amp; Communication Skills: Ability to build rapport and close deals effectively</li><li>Proven record of successfully closed deals</li><li>Knowledge of Dubai real estate market</li><li>Driving license and car preferably</li><li>A positive, determined, self-motivated, smart and enthusiastic attitude</li><li>Highly organized with attention to detail and computer competent</li><li>Desire and open to learn new skills</li><li>Provide excellent customer service and after salesMultilingual is a plus advantage</li></ul>Why Join Us?<ul><li>Uncapped Earnings: Your success determines your income!</li><li>Supportive Team Environment: Full training and quality leads providedC</li><li>Career Advancement: Exciting opportunities for long-term growth</li><li>Advanced Marketing Tools: Leverage innovative platforms to boost your productivity.</li></ul>How to Apply<ul><li>Send your CV: info@ob-lux.com</li><li>DM me for more details</li></ul>Job Type: Full-timePay: AED4,000.00 - AED5,000.00 per month

Investment Consultant

Paraplanner - Cornwall / Plymouth (Progression to Adviser)Location: Office-based near Liskeard (30-40 mins from Plymouth)Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)Experience: Minimum 5 years paraplanning Level 4 Diploma essentialFuture: Clear route to Financial Adviser within 2-3 yearsAbout the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.The RoleWorking closely with two advisers and the wider technical team, you will:<ul><li>Produce accurate and compliant financial planning reports across a broad range of advice areas.</li><li>Conduct in-depth product and investment research to support client recommendations.</li><li>Work collaboratively with advisers to ensure the best client outcomes.</li><li>Play a key role in improving processes and driving efficiency within the firm.</li><li>Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).</li></ul>What We're Looking For<ul><li>Minimum 5 years' experience as a Paraplanner.</li><li>Level 4 Diploma qualified (working toward Chartered preferred).</li><li>Confident communicator with excellent technical knowledge and attention to detail.</li><li>Ambitious, proactive, and keen to progress into advice.</li><li>Mature and personable, capable of engaging directly with clients.</li></ul>What's On Offer<ul><li>Salary: £40,000-£45,000 base (DOE)</li><li>Bonus: Up to £8,000 annual performance bonus (non-guaranteed)</li><li>Benefits:</li><li>25 days holiday + bank holidays</li><li>3-4% employer pension contribution</li><li>Funded professional development and mentoring</li><li>Modern office environment (Liskeard area)</li><li>Office-based role (hybrid flexibility after probation)</li><li>Opportunity to progress into a Financial Adviser role within 2-3 years</li></ul>If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.For a confidential discussion, please apply for a confidential conversation

Paraplanner

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