519 Financial Advice jobs in the United Kingdom

About NOVA:

NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.

At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.

About the role:

We have an exciting opportunity to join the team as an Graduate Operations Specialist. You will be responsible for supporting all aspects of day-to-day operations in the business from onboarding clients to developing and implementing new, more efficient processes. You will need to be proactive and be interested in learning about all aspects of personal finance and how a business operates.

This role will allow you to to kickstart your career in financial planning and you’ll be supported in achieving the CII diploma (Chartered Insurance Institute). This will require dedication from you and a significant amount of self-study.

It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.

What you’ll be doing:

• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
• Owning operational processes; constantly looking to innovate and improve 
• Act as a point of contact for questions relating to operational processes 
• Maintaining information across multiple systems
• Learning key regulatory requirements and maintaining our compliance
• Become a culture ambassador within the company by engaging with colleagues and coming up with new ideas for collaboration

The successful applicant will be eager to pursue the CII Diploma in Regulated Financial Planning, a pathway to proficiency in offering regulated financial advice. This Level 4 diploma covers investment principles, taxation, retirement planning, and protection products, providing essential skills and knowledge for success in the field.

Requirements

• A genuine interest in personal finance and motivation to build your knowledge in the fintech space
• A great communicator, able to be patient and empathise with customers and colleagues
• Able to balance professionalism with a sense of fun
• Ability to not just complete tasks but think about how to make them easier and faster
• A quick learner who uses their initiative to solve problems - loves a challenge
• Have strong organisational and time management skills; whilst maintaining attention to detail 
• Highly motivated with a keen eye for detail - Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences

We regret to inform you that NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position. Thank you for your understanding.

You’ll feel right at home if you’re…

• Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
• Straightforward: life is complicated enough. Don’t make it harder for yourself, or others. Sometimes the simplest approach works wonders.
• Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.

Benefits

• Join a firm with genuine purpose and impact on our customers, along with a strong moral code
• Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
• Potential to get equity in the company in the future
• Access to Wellness / mental health support (Headspace App + mental health support through private medical)
• Budget for additional learning / cost of exams
• Electric vehicle leasing through salary sacrifice / cycle to work scheme
• Flexible working hours and hybrid remote working after a period of full time office based training (typically 3 days a week working in the  office (20 Farringdon Street))
• Exceptionally open and diverse, multinational team
• Entrepreneurial, creative environment

Role profile

Our recruitment process
We welcome direct applications for our opportunities - if you would like any further information about this role or the firm, we would be delighted to hear from you.

Please note we review and progress applications on a rolling basis. At Osborne Clarke we do not make any recruitment decisions using automated decision-making.

We are committed to providing an environment where you can perform to the best of your abilities at every stage of your recruitment experience and beyond. If you require any adjustments to be made during the application stage, interview process, or when working with us, please let us know in confidence.

We are looking for an Associate Director to join our highly regarded Financial Institutions Group (FIG) based in our London or Bristol office, focussing on the area of Consumer Finance.

This area of work at Osborne Clarke has seen huge growth over the past few years. Osborne Clarke's FIG team is at the forefront of exciting and fast-paced matters and our collegiate and supportive culture makes it a rewarding place to work.

The practice
Osborne Clarke's consumer finance practice brings together market leading financial services and digital business expertise, in-depth financial services regulatory knowledge and finance specialists with in-house consumer credit and payments experience. This makes us a natural choice to assist a client base of institutional financial services clients, major technology companies and innovators in digital payments and consumer credit with their projects and new product launches, as well as on regulatory issues.

Our Rankings

• Band 1 – Chambers 2024 Fintech Legal: Payments and Lending
• Band 2 – Chambers 2024 UK Wide Consumer Finance
• Tier 2 – Legal Fintech

Nikki Worden is also ranked in Chambers as Band 1 for Consumer Finance UK Wide and Band 2 for FinTech Legal: Payments and Lending.

Find more about our Consumer Finance practice using this link:

The team
The FIG group are based across our London and Bristol offices and comprise of 10 Partners, 2 Legal Directors, 7 Associate Directors, 6 Senior Associates, 11 Associates, 4 Trainee Solicitors, 3 Solicitor Apprentices, 1 Senior Paralegal and 4 Paralegals.

This role will mainly be working with Nikki Worden (Partner and International Sector Leader for Financial Services) and Charlotte Harris (Legal Director) who are both based in our London office, however our London lawyers work closely with colleagues in the Bristol office so this person could be based in either location.

The work
We act for innovators in the consumer finance, consumer banking, FinTech and payments arenas, handling matters at the forefront of their respective industries, as well as well-established big institutions. Clients in need of consumer finance advice are not just those in the financial sector or those dealing with consumers (the provision of finance to some small businesses is regulated too). In addition to our financial services workload, we work internationally across the retail, transport, digital and utilities sectors, helping clients bring point of sale finance to their customers. We also act for clients outside the financial services sector who are interested in launching lending products or subscription models (regulated hire).

Osborne Clarke has market leading digital, technology and data privacy expertise. Given the increasing convergence of consumer finance, payments and technology, you will be collaborating extensively with lawyers across the firm in a fast-moving environment.

Technical Skills And Experience
Due to the technical nature of the practice, we are looking for candidates with a detailed understanding of consumer finance matters and a track record of providing clear legal and strategic advice. As a guide, due to the nature of the work and the structure of the team, we are looking to appoint an Associate Director in this area, although we will consider candidates with more or less experience.

Applicants Should Be Experienced In Advising On

• the CCA regime and CONC
• MCOB
• BCOBS
• FSMA and the RAO

insofar as they apply to credit-related regulated activities, offering regulated mortgages, current accounts, overdrafts and deposits. Some payments experience would also be desirable but is not essential.

Your career development
Like All Our Lawyers, You Will Benefit From Our Multi-award Winning Career Development Programme. At Each Stage Of Your Career This Provides You With

• clear expectations of your role and what it takes to progress;
• high quality clients and work, with early responsibility and client exposure;
• thorough assessment and individual feedback from a range of experienced colleagues;
• robust technical training with early skills based development, increasingly tailored to you; and
• reward for your contribution, progression and potential, rather than PQE or tenure.

Salary And Benefits
We offer competitive salaries and generous benefits.

For more information or to apply
At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Angharad Jenkins (Recruitment Manager) on

About Us
Osborne Clarke is an international legal practice with over 330 Partners and more than 1,260 talented lawyers in 26 locations*. Our sector-based approach enables us to help our clients tackle the issues they are facing today, and prepare for the ones that they will face tomorrow. Advising them both comprehensively and commercially. We love working closely with our clients on new deals, products and solutions which will transform their businesses, markets and even sectors. And our unique approachable culture is not an added extra, it's fundamental to our success.

At Osborne Clarke we value difference and encourage applicants from all backgrounds. We want everyone to feel that OC is a place where you can be yourself and belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We value the health and wellbeing of our people and our wide range of initiatives and benefits support this.

• Services in India are provided by a relationship firm

Our client is a top-tier commercial law firm with Band 1 recognition across multiple practice areas, as ranked by the major legal directories. With a strong UK regional footprint and a thriving London hub, the firm delivers premium legal services to a diverse client base across key sectors. Their approach combines deep legal expertise with innovative delivery models, including smart deployment of legal tech.

As part of the firm’s continued growth, an opportunity has arisen to appoint an additional Partner into their Financial Services Group in London.

The team advises a broad spectrum of clients, including investment and retail banks, building societies, regulated lenders, asset and wealth managers, payment services firms, and networks of financial advisers and mortgage intermediaries. Their lawyers are regularly engaged with the PRA, FCA, and their supervision and enforcement teams, as well as other regulatory bodies such as the CMA, AIM Regulation, and the Takeover Panel.

They also have deep expertise in supporting institutions through SFO and HMRC investigations and prosecutions, and matters before the Financial Ombudsman Service.

The team is actively advising clients on high-impact regulatory and strategic issues, including:

• EU Digital Operational Resilience Act (DORA) Consumer Duty Appointed representatives regime FCA business plans and digital regulatory reporting Conduct risks of hybrid working Diversity, inclusion, and whistleblowing Sustainability disclosure requirements and investment product labelling Open finance and FinTech

This is a strategic hire. Suitable candidates will be current Partners at mid-to-large law firms in London or the regions, with a strong track record in financial services regulation—predominantly non-contentious.

An excellent opportunity to join a growing department that is gaining strategic importance across the firm.

Financial Services Lawyer | Glasgow/Edinburgh | Part-time (3 days per week | £75,000 salary (FTE) plus benefits

A major organisation is looking to hire a Retail Banking / Financial Services Lawyer to join their highly successful team on a Part-Time Basis (3 days a week). The role can be based in Glasgow or Edinburgh with hybrid-working options available.

The Role:

You will work as part of an innovative in-house legal team specialising in consumer bank lending and saving products. You’ll identify and manage legal risk in delivering targeted, commercially focused legal advice on all matters including:

• Product terms and conditions and associated documentation.


• Customer journeys and communications.


• Responding to operational, complaint and process queries as they arise.


• Managing outsourced legal advice.

About You:

• Qualified solicitor with valid practising certificate in a UK jurisdiction (practising certificates in relevant overseas jurisdictions may be considered).


• Retail banking legal experience either in-house or in private practice.


• Track record of delivering pragmatic, risk-based legal advice.


• Experience of strong relationship management (both internal and external stakeholders).


• Experience in consumer credit and CONC would be advantageous and desirable, including for example an understanding of the FCA’s Consumer Duty.


• Experience in non-lending consumer banking products would be welcome but not essential.

Apply Now

Take the next step in your career and apply for this Financial Services vacancy today. We look forward to welcoming you onto the team.

We are seeking an enthusiastic, motivated and dedicated individual to join the Financial Services team on a permanent basis. The individual will be a strong team player as well as having good IT and interpersonal skills.

The post of Financial Services Officer within the Financial Services Team, is based at Abergele Hospital, Abergele with potential opportunities for hybrid working. There will be a requirement to attend the office at a minimum of 1 day per week.

The recruiting manager would welcome applicants getting in touch to discuss the role.

The Financial Services Officer will support the Capital and Lease Car team to maintain and develop electronic registers, and to process transactions into the General Ledger and associated financial systems.

The Financial Services Officer will be responsible for preparing and inputting data to the Health Board's computer systems, analysing data, ensuring that control accounts are accurate and providing assistance to the team.

The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.

If you relish a challenge, have a passion to help others or simply fancy a fresh start, then Betsi Cadwaladr University Health Board (BCUHB) North Wales, has all the right ingredients. The largest health organisation in Wales, providing a full range of primary, community, mental health, acute and elective hospital services for a population of around 700,000, across North Wales . Join our team and get the support you need, in line with our Organisational Values and 'Proud to Lead' competence framework.

Enjoy being part of working with engaged leadership at all levels, and be assured we are committed to promoting equality and diversity, and are proud to welcome applicants under the "Disability Confident Employer" scheme.

Please check your email account regularly. Successful applicants will receive all recruitment related correspondence via the email account registered on the application form.

Applications may be submitted in Welsh. Applications submitted in Welsh will not be treated less favourably than an application submitted in English.

You will be able to find a full Job description and Person Specification attached within the supporting documents or please click "Apply now" to view in Trac.

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:

• Retirement Planning
• Cash Flow Modelling
• Investments & Protection
• Estate Planning

Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.The Role As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service. You'll be based on-site, working flexibly across two locations: Belfast and Ballymena . The Ballymena site will only require one day per week.Key Responsibilities

• Prepare Suitability Reports for new business
• Draft pre- and post-review client reports
• Process new business applications (paper & digital)
• Follow up on outstanding Letters/Transfers of Authority
• Liaise with providers for plan information and data
• Place new policies/plans on risk
• Ensure strict adherence to compliance, data protection and internal procedures
• Support with regulatory and industry testing requirements
• Provide general administrative support to advisers and team members
• Organise client meeting documentation and maintain client records

Essential Criteria

• Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
• Solid understanding of pensions and investments
• High proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail, organisational and analytical skills
• Knowledge of data protection regulations
• Clear and professional communication - written and verbal
• Ability to follow processes and take initiative when needed

Desirable:

• Experience using Xplan (or similar CRM/platform)

Your Personal Attributes

• Proactive, organised, and detail-oriented
• Able to work independently and as part of a collaborative team
• Strong multitasking abilities and time management
• Excellent grammar, spelling, and written communication

Benefits

• Competitive salary: £26,000 - £32,000 (based on experience)
• 20 days annual leave plus statutory holidays
• Market-leading pension scheme
• Private medical insurance
• Income protection and life cover
• Free on-site parking at both locations
• Supportive, people-first working environment with a strong team culture

If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

• Provide expert legal advice across mortgage, consumer lending, regulatory compliance, property, commercial contracts, data protection, corporate, and employment matters
• Support the business by drafting, reviewing, and negotiating a wide range of commercial agreements and legal documentation
• Work closely with internal stakeholders to manage legal risks and ensure compliance with regulatory frameworks
• Interpret and communicate complex legal and regulatory issues clearly to business teams
• Stay updated on evolving legislation, ensuring the company’s legal practices remain compliant and ahead of risk

• Qualified solicitor in England & Wales with at least 4 years PQE, ideally with experience in mortgage/consumer lending and financial services regulation
• Exceptional communication, interpersonal, and negotiation skills with a strong commercial mindset
• Proven ability to manage a diverse workload independently while collaborating effectively within a team
• Experience gained in a reputable law firm and/or challenging in-house legal environment

Flexible | Adhoc | Remote Working | Corporate Financial Services | Well Respected Law Firm

Temporis Legal Recruitment are excited to offer this brilliant locum opportunity with one of our valued clients! 

• Remote and hybrid working available  


• Very flexible hours – would be a fantastic opportunity for someone looking to fill their working week with a few more hours


• Must have experience dealing with FCA and FSMA issues


• Locum assignment to commence asap, on an ongoing basis


• Will be working to convert existing enquires