Locations: Bristol · Maidstone · Wendover · Harrow · Aylesbury · London · Chelmsford · Watford · Braintree · Croydon · Bourne End · Colchester …
Financial Divisions·Farnham, United Kingdom
BRAND NEW ROLE Paraplanner (junior or senior) 40k - 45k plus bonuses and benefits Established boutique Wealth Management Firm Offices in Fleet (Hampshire) My client are a very well established Independent Financial Advisor (IFA) based in Fleet who have been operating for over 20 years with a full suite of financial advisers and servicing 500+ local families, retirees and HNW…
Financial Divisions·London, United Kingdom
An excellent opportunity has arisen for a motivated and detail-oriented Entry Level IFA Administrator to join a well-established and growing financial planning firm. This role offers the chance to become an integral part of a supportive Client & Technical Services team, providing essential administrative support to Financial Advisers and helping to ensure a smooth and efficient client journey from enquiry…
Financial Divisions·London, United Kingdom
Our client is an award-winning, chartered financial planning firm with an outstanding reputation for delivering independent, client-focused advice. Having experienced sustained growth over many years and backed by a strong flow of referrals, acquisitions, and marketing-generated leads, they are now seeking an experienced Chartered Financial Planner to join their London office. This is an excellent opportunity for an ambitious planner…
Financial Divisions·London, United Kingdom
Kickstart Your Advising Career Are you a Diploma-qualified Paraplanner looking for a genuine route into financial advice? This is an exceptional opportunity to join a growing, fully independent financial planning firm that specialises in providing high-quality advice to affluent and high-net-worth clients. With a proven track record of developing successful Financial Advisers, the business offers a structured pathway from paraplanning…
Financial Divisions·London, United Kingdom
Join a Chartered, Award-Winning Financial Planning Firm Are you an experienced Paraplanner looking for a genuinely client-facing role where you can work closely with senior advisers, attend client meetings and contribute directly to delivering exceptional financial planning outcomes? Due to continued growth, we are seeking a highly capable Paraplanner to partner with Director-level Financial Planners, supporting high-net-worth individuals, famil...
Financial Divisions·London, United Kingdom
Paraplanner London | Hybrid Working Available Up to 60,000 (DOE) + Benefits Full-Time | Permanent Join a Dynamic and Growing Financial Planning Team An exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London. Working alongside a team of Financial Advisers and support professionals, you will play a key…
Financial Divisions·London, United Kingdom
Paraplanner | Wealth Management | Career Progression | Hybrid Working + Benefits + Excellent Career Development Opportunities Are you a Diploma-qualified Paraplanner looking to take the next step in your wealth management career? I'm working with a highly respected and growing wealth management firm that is seeking a talented Paraplanner to join its collaborative and supportive team. This is an…
Financial Divisions·United Kingdom
Graduate Financial Planning Administrator Near Weybridge (Surrey) Wealth Management Firm - working with HNW clients Supporting Chartered Advisers 25k basic salary with salary reviews plus bonuses My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW…
Financial Divisions·London, United Kingdom
The Opportunity A fantastic opportunity has arisen to join a growing and successful financial planning practice as a Partner Support Specialist / Paraplanner . This is a key role within the business, offering the chance to work closely with experienced advisers, support high-quality client outcomes, and become an integral part of a practice that is continuing to expand through referrals…
Financial Divisions·London, United Kingdom
The Firm: A rare and exciting opportunity has arisen as part of our client's growth and expansion plans. They have recently moved into large, fully serviced, beautiful offices in London. The role sits within an established Chartered business that is mid-sized and rapidly expanding due to repeat business and referrals. This role offers immediate access to an established, high-quality client…
Financial Divisions·London, United Kingdom
Chartered Financial Planner – Wealth Servicing London/Hybrid | Salary up to 75,000 + Performance Bonus About the Firm A distinguished, fully independent Chartered Financial Planning firm is expanding its advisory team. Known for delivering bespoke wealth management to affluent families, the firm combines technical excellence with a genuinely collaborative culture—no aggressive targets, just exceptional client outcomes. About the Role This…
Financial Divisions·London, United Kingdom
Clear Career Progression & Professional Development Are you a Diploma-qualified Paraplanner looking for a role where you'll be more than just a number? I'm partnering with a highly regarded and growing wealth management firm that is looking to add an ambitious Paraplanner to its supportive and collaborative team. This is a fantastic opportunity to work closely with a select group…
Financial Divisions·United Kingdom
A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You…
Financial Divisions·Harrow, United Kingdom
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a…
Financial Divisions·Aylesbury, United Kingdom
Location: Aylesbury (Office-based with flexibility), Hybrid Working Salary: Circa 45,000 Pro Rata + Benefits Are you a Diploma Qualified Paraplanner looking for a genuinely flexible, part-time opportunity where you can make a real impact? Our client is a growing and ambitious wealth management practice that has experienced significant expansion and is now looking to appoint an experienced Paraplanner to support…
Financial Divisions·Aylesbury, United Kingdom
Salary: Circa 45,000 + Benefits Are you a Diploma Qualified Paraplanner looking to join a growing, forward-thinking wealth management practice where your expertise will genuinely make an impact? Our client is an ambitious and expanding wealth management firm that has experienced significant growth and is now seeking an experienced Paraplanner to support the next stage of its journey. This is…
Financial Divisions·Colchester, United Kingdom
Salary: 30,000 – 35,000 study support plus excellent benefits & hybrid working Our client a forward thinking and growing Wealth Management based in Colchester Essex . They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers…
Financial Divisions·United Kingdom
An established and growing independent financial advisory firm based in North West London is seeking a Qualified Paraplanner to join its supportive and collaborative team. The role will involve providing high-quality technical and report-writing support 3 advisers across investments, pensions, protection, and retirement planning, helping to deliver tailored, compliant advice to clients. The role offers: Salary up to 50,000 (dependent…
Financial Divisions·Godalming, United Kingdom
45,000 - 55,000 + Bonus & Benefits | 4 Days in Office Join a thriving independent financial advisory firm with over 20 years of established reputation and a strong track record of excellence. Following significant new business growth, they're seeking an experienced Paraplanner to support their expanding team of financial and mortgage advisers. You'll deliver comprehensive end-to-end paraplanning across pensions,…
Financial Divisions·London, United Kingdom
Financial Administrator to Paraplanner - London – Salary up to 33k (DOE) - Excellent Benefits Package This is a superb opportunity for a dynamic and talented individual with 1 to 2 years of IFA Admin experience to join a vibrant, growing firm of Financial Planners based in London. With a strong reputation in the London market, this firm offers an…
Financial Divisions·Maidstone, United Kingdom
Financial Administrator - 30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream…
Financial Divisions·United Kingdom
Salary: 72,000 to 80,000 (negotiable depending on experience and client bank) Hours: Full-time, 35 hours per wee80k Working Pattern: Hybrid Are you an experienced Independent Financial Adviser looking for a fresh opportunity with flexibility, support, and room to grow? A well-established and highly regarded financial planning firm based in Tunbridge Wells is seeking a motivated and professional IFA to join…
Financial Divisions·Colchester, United Kingdom
FINANCIAL ADVISER – Inherit Existing Client Bank -Near Colchester, Essex Salary Up to 80,000 + Bonus + Benefits - Permanent, Hybrid (2 days in office) An award-winning, independent Wealth Management firm near Colchester is seeking an experienced Financial Adviser to join their established and growing team. This is a fantastic opportunity to inherit an established client portfolio from day one…
Financial Divisions·United Kingdom
Salary: 60,000 - 80,000 + Bonus + Excellent Benefits Ready for your next career move? We're recruiting on behalf of a highly respected wealth management firm looking for an ambitious Financial Adviser with around 5 years' experience to join its growing team. This is a fantastic opportunity to inherit existing clients while building your own portfolio within a supportive, forward-thinking…
Financial Divisions·United Kingdom
Paraplanner Work on a 1-2-1 basis with Chartered Adviser West Grinstead Offices (Sussex) 40k - 48k depending on experience plus discretionary bonus Join a boutique independent Chartered wealth planning firm near West Grinstead, Sussex. This firm provides comprehensive financial advice to a diverse client base, including HNW retirees, accumulators, local families, and SME owners. With a focus on customer satisfaction…
Financial Divisions·London, United Kingdom
Paraplanner / Technical Financial Planning Specialist – London / Hybrid – up to 50,000 + generous benefits This is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than…
Financial Divisions·Maidstone, United Kingdom
Senior Financial Administrator | Maidstone | 35,000 – 40,000 DOE | Hybrid Want to be a genuinely valued part of a business, not just a cog in a machine? A well-established, friendly IFA practice in Maidstone is looking for an experienced Senior Financial Administrator to join their small, close-knit team. Supporting 2–3 Advisers alongside a part-time Paraplanner, this is a…
Financial Divisions·Cobham, United Kingdom
JC/101 IFA Administrator Boutique Wealth Planning Firm Cobham/Leatherhead (Surrey) 30k - 40k + Benefits We’re excited to be recruiting for a boutique wealth planning firm based in Cobham, near Leatherhead, Surrey. This long-established firm has built an outstanding reputation by providing whole-of-market financial advice across pensions, investments, tax planning, protection, and more. Serving HNW city professionals, retirees, families, and corp...
Financial Divisions·Chelmsford, United Kingdom
Financial Adviser (Senior) – Inherit a Client Bank Location: Offices near Chemlsford/ London (Hybrid) Salary: Upto 80,000 + Bonus + Excellent Benefits Are you an experienced Financial Adviser looking to inherit an established client bank while joining a forward-thinking wealth management firm? An exciting opportunity has arisen with a highly respected financial planning business that is investing heavily in its…
Financial Divisions·Taunton, United Kingdom
For an experienced adviser looking for genuine substance in their next role, this is worth considering carefully. The Taunton office of a well-regarded national wealth management group is looking for someone to step into an established local practice, take on 100,000 of recurring fee income from day one and build on the prospect of a further substantial client bank to…
Financial Divisions·Sidmouth, United Kingdom
For the right adviser, this represents one of the more straightforward propositions currently on the market in the South West the chance to inherit between 100,000 and 200,000 of recurring fee income from a retiring colleague and build from there. Based in Sidmouth on the Devon coast, this is an office that sits within a substantial and well-regarded national wealth…
Financial Divisions·Chelmsford, United Kingdom
Senior Financial Adviser | Inherit a 100m+ Client Bank | Up to 80,000 + Bonus Location: Near Chelmsford, Essex (Hybrid Working) Salary: 60,000 - 80,000 + Uncapped Bonus + Excellent Benefits Ready to inherit a high-value client bank and take your career to the next level? This is a rare opportunity to join one of the UK's most ambitious and…
Financial Divisions·Colchester, United Kingdom
Join an Established, Award-Winning Wealth Management Firm My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team. This is a fantastic opportunity to inherit an established client…
Financial Divisions·Wendover, United Kingdom
IFA Administrator | Wealth Management | Wendover, Buckinghamshire Up to 32,000 + Excellent Benefits | Hybrid Working | Career Development Ready to take the next step in your Wealth Management career? If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a…
Financial Divisions·United Kingdom
Financial Adviser – Existing Clients | Career Progression Location: Essex / London (Hybrid) Salary: 60,000 - 80,000 + Bonus + Excellent Benefits Are you an ambitious Financial Adviser ready to take the next step in your career? Our client is a well-established wealth management firm seeking a Financial Adviser with around five years' advising experience to join its growing team.…
Financial Divisions·Bristol, United Kingdom
Plus: plus profit share and benefits A highly regarded and rapidly growing national wealth management group is looking for an experienced financial adviser to join its established Bristol office. We have worked with this business for over ten years and can say with confidence that they invest in people for the long term. The opportunity is well-supported from day one.…
Financial Divisions·Aylesbury, United Kingdom
Part-Time Diploma Qualified Paraplanner- Wealth Management Location: Aylesbury (Office-based with flexibility), Hybrid Working Salary: Circa 45,000 Pro Rata + Benefits Are you a Diploma Qualified Paraplanner looking for a genuinely flexible, part-time opportunity where you can make a real impact? Our client is a growing and ambitious wealth management practice that has experienced significant expansion and is now looking to…
Financial Divisions·Ipswich, United Kingdom
Role: Financial Administrator route to Paraplanner – Full-Time – Career Progression Location: Ipswich Salary: 30,000 – 35,000 study support plus excellent benefits & hybrid working Our client a forward thinking and growing Wealth Management based in Ipswich. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for…
Financial Divisions·Wendover, United Kingdom
Up to 45,000 + Excellent Benefits | Hybrid Working | Career Development Are you an experienced Wealth Management Paraplanner looking to join a firm where your technical expertise is genuinely valued? This is an outstanding opportunity to become part of a highly regarded, client-focused financial planning practice where paraplanners play a central role in delivering exceptional financial advice. Working alongside…
Financial Divisions·Guildford, United Kingdom
Not every good role within financial services is based in London. This is an opportunity to join one of Surrey's most respected and long-established Independent Financial Advisory firms, based on the outskirts of Guildford with accessible on-site parking and no commute into the capital. If you are currently working in London and wondering whether your salary justifies the journey, this…
Financial Divisions·Bristol, United Kingdom
An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded and growing financial planning firm based in Bristol. This is an ideal opportunity for someone who enjoys being a key part of the client journey, working closely with an experienced Financial Planner while providing first-class administrative support from initial enquiry through to implementation and…
Financial Divisions·Bristol, United Kingdom
Are you an experienced Financial Planning Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for a Financial Planning Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with…
Financial Divisions·City of London, United Kingdom
Ready to take your Paraplanning career beyond report writing? We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner. This is not a back-office paraplanning role. You'll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews,…
Financial Divisions·Sevenoaks, United Kingdom
Our client, a well established boutique chartered firm with an excellent reputation and environment require an additional Financial Adviser to support an existing client base and further develop their assets under management. The business is truly supportive, has highly experienced, long serving staff and management team and puts the client first in all aspects of their operation. Key details as…
Financial Divisions·United Kingdom
The Opportunity Join a growing, fully independent financial planning firm managing 200m of client assets, with AUM increasing by around 50m each year. Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan. Go on to advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. Gain exposure to pensions, investments, protection, inheritance…
Financial Divisions·Tonbridge, United Kingdom
Based in Tonbridge and working within a small, collaborative IFA practice, the position offers clear progression towards a senior paraplanning role alongside mentorship from a Chartered Senior Paraplanner with over thirty years of experience in the profession. You will be carrying out complex suitability research and analysis, producing client reports and providing technical support to the adviser team. The client…
Financial Divisions·Epsom, United Kingdom
50,000 - 75,000 Basic | 70,000 - 90,000+ OTE Year One Epsom | Surrey Stop Hunting for Clients. Start Looking After Them. Imagine joining a firm where you're handed an established, revenue-producing client bank from day one and every new enquiry that lands on your desk has already decided they want financial advice. No cold calling. No networking breakfasts. No…
Financial Divisions·Chelmsford, United Kingdom
******Financial Advisers -Offices near Chelmsford, Essex *********** Salary: Up to 80,000 + bonus + benefits The Opportunity My client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2–3 years’ experience to join their expanding team. This opportunity is ideal for a driven, motivated Adviser who is hung ng client relationships.…
Financial Divisions·Colchester, United Kingdom
Financial Adviser-Wealth Management Firm Location: Offices near Colchester, Essex Salary: Up to 80,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships.…
Financial Divisions·Colchester, United Kingdom
Location: Near Colchester, Essex (Hybrid Working) Salary: Up to 80,000 + Bonus + Excellent Benefits Join an Established, Award-Winning Wealth Management Firm My client is a highly respected, independent Wealth Management firm with an excellent reputation for delivering bespoke financial planning to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join…
Financial Divisions·Croydon, United Kingdom
Paraplanner (Within an IFA practice - route to advisor) Location: Croydon (although this is a remote role) Salary: Up to 50,000 + Bonus + Exceptional Benefits Shape Financial Futures. Elevate Your Career. Are you an experienced Paraplanner looking to join a highly respected and forward-thinking financial planning firm where your expertise is genuinely valued? This is an outstanding opportunity to…
Financial Divisions·City of London, United Kingdom
Financial Administrator – Route to Paraplanning Location: City of London Salary: 34,000 + Full Study Support An Excellent Career Opportunity for an Ambitious Financial Services Professional Our client is one of the City of London's most respected and long-established Wealth Management firms. Having partnered with them for over 10 years and successfully placed nearly 60 professionals into the business, we…
Financial Divisions·Chelmsford, United Kingdom
Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to 80,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships.…
Financial Divisions·Maidstone, United Kingdom
FINANCIAL ADMINISTRATOR – JUNIOR PARAPLANNER TRACK Independent Financial Planning Firm | Near Maidstone, Kent Salary: Up to 30,000 (DOE) Job Type: Permanent, Full-time Location: Near Maidstone, Kent (office-based) ABOUT THE ROLE We're recruiting an experienced Financial Administrator to join a growing independent financial planning firm based in beautiful countryside near Maidstone. This is a genuine career opportunity with a clear…
Financial Divisions·Amersham, United Kingdom
Diploma Qualified Paraplanner – Wealth Management – Occasional Office Attendance Location: Amersham, Buckinghamshire (Predominantly Remote with Occasional Office Attendance) Salary: Up to 50,000 + Bonus & Excellent Benefits Benefits: Private Medical Insurance, Wellness Days, Social Events & More Hours: Full-Time A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, fully Di...
Financial Divisions·United Kingdom
Independent Financial Adviser ****Manage 150 clients from a retiring adviser*** Up to 80k basic salary plus bonus Near Guildford/Godalming 2 - 3 years advising experience needed as an IFA Bonuses paid once you've achieved 1.5 x salary in all fees My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met…
Financial Divisions·United Kingdom
Independent Financial Adviser Up to 80k basic salary plus bonus Near Guildford/Godalming 2 - 3 years advising experience needed Bonuses paid once you've achieved 1.5 x salary in all fees My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 10…
Financial Divisions·Tonbridge, United Kingdom
Career Paraplanner – Tonbridge – Kent Salary: Up to 50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications. If you're hungry to build real expertise in complex wealth planning…
Financial Divisions·United Kingdom
A City-based financial services firm is seeking an Operations Administrator to provide broad administrative and operational support across the business, working closely with the Directors and the wider team. The role covers a wide range of responsibilities. On the administrative side, you will manage day-to-day office tasks, handle incoming calls and correspondence, book meeting rooms, maintain the CRM and support…
Financial Divisions·Braintree, United Kingdom
Financial Administrator Location: Braintree, Essex Salary: Circa 30,000– 35,000 (DOE) Hybrid Working – 3 days in the office Are you an experienced Financial Administrator looking to join a forward-thinking wealth management practice that embraces technology and genuinely invests in its people? Our client is an established and growing Independent Financial Advice practice based in Braintree. They are seeking a proactive…
Financial Divisions·City of London, United Kingdom
Financial Services Operations Administrator — Financial Services City of London 28,000 – 32,000 (DOE) + quarterly bonus + excellent benefits Full time, permanent Hybrid — 2 days WFH after probation My client, a well-established and highly successful financial services firm based in the City of London, is looking for an experienced Operations Administrator to become the backbone of their close-knit…
Financial Divisions·Brentwood, United Kingdom
Hybrid Working: Alternating weeks of 2 days WFH/3 office days and 3 days WFH/2 office days Are you an experienced Financial Administrator looking to join a forward-thinking wealth management practice that embraces technology and genuinely invests in its people? Our client is an established and growing Independent Financial Advice practice based in Brentwood. They are seeking a proactive and organised…
Financial Divisions·United Kingdom
Salary: 25,000 - 35,000 (DOE) Basic Salary + commission / OTE Job Type: Full-time Job Summary We are seeking an experienced and customer-focused Mortgage Adviser to join our growing team. The successful candidate will provide whole-of-market (or panel-based) mortgage advice, guiding clients through the home-buying and remortgaging process while delivering outstanding service and compliant, tailored recommendations. You will assess clients’…
Financial Divisions·Hemel Hempstead, United Kingdom
IFA Administrator – Route to Junior Paraplanner (Wealth Management) Location: Near Hemel Hempstead (Hybrid working available after training/probation) Salary: 30,000 – 35,000 (DOE) Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities. Responsibilities incl...
Financial Divisions·United Kingdom
This is a broad, senior role at the heart of a regulated financial planning firm — one that touches every corner of the business, from compliance and finance through to HR, technology and marketing. If you are an experienced operations professional who thrives on variety, takes genuine pride in getting things right and wants to feel the impact of your…
Financial Divisions·City of London, United Kingdom
Ready to take your Paraplanning career beyond report writing? We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner. This is not a back-office paraplanning role. You'll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews,…
Financial Divisions·London, United Kingdom
Junior Paraplanner Ready for Adviser Status? This Is Your Opportunity. Salary up to 35k + bonus. Genuine long term career progression You've got your Level 4 Diploma. You've built a solid foundation in paraplanning. Now it's time to take the next step. Our client, a thriving independent financial planning firm in London , is looking for an ambitious Junior Paraplanner…
Financial Divisions·Guildford, United Kingdom
Financial Planning Administrator | Outer Guildford, Surrey | 30,000 – 40,000 plus bonus This is a rare opportunity to join one of Surrey's most established and well-regarded Independent Financial Advisory firms — a business that has been quietly doing things the right way for over two decades. Based on the outskirts of Guildford, the firm supports a loyal and diverse…
Financial Divisions·London, United Kingdom
Financial Adviser | London Up to 45,000 Basic + Bonus | Clients Provided | Independent Financial Planning Firm Are you Diploma Qualified (Level 4) and ready to take the next step towards becoming a successful Financial Adviser? This is a rare opportunity to join a highly regarded, fully independent financial planning firm with ambitious growth plans. You'll inherit and develop…
Financial Divisions·City of London, United Kingdom
One of our longest standing City based Wealth Management clients is looking for an ambitious and career focused Financial Administrator that is looking for a route to becoming a Paraplanner. Having worked with closely with them for over 10 years we have placed nearly 60 people with them in this time and always describe the firm as a “career move”…
Financial Divisions·United Kingdom
TRAINEE FINANCIAL ADVISER – Central London Level 4 Diploma Essential C 45,000 + Bonus + Clients provided The Opportunity: Join a growing, fully independent financial planning firm managing 200m of client assets, with AUM increasing by around 50m each year. Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. Work across pensions, investments, protection, inheritance tax…
Financial Divisions·Bristol, United Kingdom
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent…
Financial Divisions·United Kingdom
JUNIOR PARAPLANNER (Route through to Adviser) Central London Salary: Up to 35,000 + Bonus + Clients Provided The Opportunity Join a growing, fully independent financial planning firm managing 200m of client assets, with AUM increasing by around 50m each year. Progress from Paraplanner into a client-facing Financial Adviser role with a structured development plan. Go on to advise a high-net-worth…
Financial Divisions·United Kingdom
Chartered Financial Planner Epsom offices (Surrey) 75k basic salary and benefits Manage existing client bank of 100 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of…
Financial Divisions·United Kingdom
Benefits: 25 days' annual leave plus bank holidays, dedicated admin and paraplanning support My client is a Chartered, independent wealth planning firm with offices across Kent. They provide whole-of-market financial advice to high-net-worth retirees, wealth accumulators, local families and SME owners across Kent, Sussex and London. The firm currently looks after around 2,000 clients with over 650m in assets under…
Financial Divisions·London, United Kingdom
Hours: Monday to Friday, 9:00am–5:00pm (Early finish on Fridays) The Opportunity An established and highly respected independent financial planning practice is looking to recruit a Junior Paraplanner / Financial Administrator to join its growing team. This is an excellent opportunity for someone looking to develop a long-term career within financial planning. The business offers genuine progression, with the chance to…
Financial Divisions·London, United Kingdom
Hours: Monday to Friday, 9:00am–5:00pm (Early finish on Fridays) The Opportunity An established and highly respected independent financial planning practice is looking to recruit a Financial Administrator to join its growing team. This is an excellent opportunity for someone looking to develop a long-term career within financial planning. The business offers genuine progression, with the chance to move from administration…
Financial Divisions·City of London, United Kingdom
Experienced Client-Facing Paraplanner Salary up to 65k + discretionary bonus. City of London | Hybrid Working | Exceptional Career Progression Are you an experienced Paraplanner looking for more than just report writing? We are seeking a highly skilled, client-facing Paraplanner to partner directly with a successful Director-level Financial Planner, playing a pivotal role in delivering outstanding financial planning experiences and…
Financial Divisions·London, United Kingdom
My client, a respected London wealth management firm, is looking for a Paraplanner who wants more than churning out suitability reports in a back room. Here, you'll be a genuine technical partner to the Financial Planners — in the room, part of the conversation, and trusted to shape how things are done, not just follow the process. Day to day,…
Financial Divisions·United Kingdom
IFA Administrator – Route to Trainee Paraplanner – Wealth Management Essex | Up to 35,000 + Bonus + Excellent Benefits + Clear Paraplanning Progression An established and highly respected independent financial planning firm in Essex is seeking an IFA Administrator to join its growing team due to continued business expansion. This is an excellent opportunity to join a firm that…
Financial Divisions·Bourne End, United Kingdom
Paraplanning Manager | Future Director Opportunity Bourne End, Buckinghamshire | 45,000 - 75,000 + Benefits Lead Today. Shape the Future. Join the Board Tomorrow. Not every management role comes with a genuine opportunity to influence the future of a business. This one does. An established and highly respected Chartered Wealth Management firm is searching for an ambitious Paraplanning Manager to…
Financial Divisions·London, United Kingdom
Operations Manager | Practice Manager London, Hybrid working Salary up 55,000 + Bonus & Benefits Are you an experienced Operations Manager or Practice Manager looking for a role where you can genuinely influence business performance, compliance, people, and strategy? We're partnering with a highly respected, boutique Chartered IFA firm seeking a driven and commercially minded Operations Manager to oversee the…
Financial Divisions·United Kingdom
Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients 38k - 42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees,…
Financial Divisions·Hatfield, United Kingdom
Financial Adviser – Manage Existing client Base Offices Close to Hatfield | 75,000 Basic (London Weighting) + Bonus | Hybrid Flexible Working options A growing and ambitious wealth management firm with offices near Hatfield is looking to appoint an experienced Financial Adviser to join their expanding team. This is an excellent opportunity for a motivated adviser who enjoys building relationships…
Financial Divisions·United Kingdom
A successful and expanding Independent Financial Advice firm in Harrow is seeking a Trainee Paraplanner to join its growing team. This is an outstanding opportunity for an experienced IFA Administrator who is studying towards the Level 4 Diploma, or someone looking to take the next step into paraplanning with full training, mentoring and career development. The Role Working closely with…
Financial Divisions·Harrow, United Kingdom
Are you a seasoned professional with extensive St. James’s Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning,…
Financial Divisions·United Kingdom
An established and growing independent financial advisory firm based in North West London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up…
Financial Divisions·United Kingdom
Financial Planning Administrator 30k - 40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the…
Financial Divisions·United Kingdom
Chartered Financial Planner - MUST HAVE Manage 100 clients/families - 100m AUM Servicing role - no expectation to build the book of business Chartered IFA firm in City of London 3 years of advising experience is required 75k plus attractive bonuses My client are an award winning Chartered independent wealth planning firm in the City of London with several billion…
Financial Divisions·Watford, United Kingdom
Offices Near Watford | Up to 40,000 | Full-Time or Part-Time | Office Based A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team. This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in…
Financial Divisions·Watford, United Kingdom
Offices Near Watford | up to 35,000 | Full-Time or Part-Time | Office Based A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team. This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in…
Financial Divisions·London, United Kingdom
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated…
Financial Divisions·United Kingdom
Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients 38k - 42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees,…
Financial Divisions·United Kingdom
IFA Administrator - Near Weybridge (Surrey) Chartered Wealth Management Firm 30k - 40k + full benefits package Work with 3 Chartered Advisers My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees and HNW…