Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Independent Financial Adviser (IFA) Existing Client Bank Up to £75,000 + Bonus Hybrid Working An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business. This employed Financial Adviser role offers the opportunity to inherit and develop an existing client bank, providing immediate recurring income and strong relationship-building potential. It is ideally suited to a growth-focused Adviser who wants autonomy, structured career progression and the ability to deliver full holistic financial planning. Why This Financial Adviser Opportunity Stands Out Existing client bank to manage and grow - build long-term relationships while delivering holistic financial advice Salary up to £75,000 + performance bonus Clear career progression into Senior Financial Adviser or leadership roles Hybrid working options Full paraplanning and administrative support Strong compliance framework and modern technology infrastructure This is not a "build from scratch" Adviser role. You will step into an established portfolio of clients and focus on servicing, reviewing and developing relationships while identifying new opportunities through referrals and proactive advice. As a Financial Adviser / Wealth Manager, you will: Deliver independent, FCA-regulated financial advice across pensions, investments, retirement planning, protection and cashflow modelling Manage and develop an existing client book Conduct annual reviews and ongoing servicing meetings Create tailored, holistic financial plans aligned to client objectives Ensure full compliance and accurate record-keeping in line with regulatory standards Identify opportunities for additional planning needs and long-term growth This role offers genuine ownership of the client journey from initial consultation through to implementation and ongoing review. Candidate Requirements Level 4 Diploma qualified (DipFA, DipPFS or equivalent) CAS status Experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Proven track record of delivering holistic financial planning Strong relationship management and business development skills Experience managing Assets Under Management (AUM) Comfortable operating within FCA-regulated environments About the Employer This respected financial planning firm operates a collaborative and development-focused culture. Advisers are trusted professionals, given autonomy to manage their client relationships while benefiting from structured coaching and internal progression opportunities. The business invests in technology to streamline administration and maximise client-facing time, enabling Advisers to focus on delivering high-quality financial advice rather than paperwork.
Mar 18, 2026
Full time
Independent Financial Adviser (IFA) Existing Client Bank Up to £75,000 + Bonus Hybrid Working An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business. This employed Financial Adviser role offers the opportunity to inherit and develop an existing client bank, providing immediate recurring income and strong relationship-building potential. It is ideally suited to a growth-focused Adviser who wants autonomy, structured career progression and the ability to deliver full holistic financial planning. Why This Financial Adviser Opportunity Stands Out Existing client bank to manage and grow - build long-term relationships while delivering holistic financial advice Salary up to £75,000 + performance bonus Clear career progression into Senior Financial Adviser or leadership roles Hybrid working options Full paraplanning and administrative support Strong compliance framework and modern technology infrastructure This is not a "build from scratch" Adviser role. You will step into an established portfolio of clients and focus on servicing, reviewing and developing relationships while identifying new opportunities through referrals and proactive advice. As a Financial Adviser / Wealth Manager, you will: Deliver independent, FCA-regulated financial advice across pensions, investments, retirement planning, protection and cashflow modelling Manage and develop an existing client book Conduct annual reviews and ongoing servicing meetings Create tailored, holistic financial plans aligned to client objectives Ensure full compliance and accurate record-keeping in line with regulatory standards Identify opportunities for additional planning needs and long-term growth This role offers genuine ownership of the client journey from initial consultation through to implementation and ongoing review. Candidate Requirements Level 4 Diploma qualified (DipFA, DipPFS or equivalent) CAS status Experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Proven track record of delivering holistic financial planning Strong relationship management and business development skills Experience managing Assets Under Management (AUM) Comfortable operating within FCA-regulated environments About the Employer This respected financial planning firm operates a collaborative and development-focused culture. Advisers are trusted professionals, given autonomy to manage their client relationships while benefiting from structured coaching and internal progression opportunities. The business invests in technology to streamline administration and maximise client-facing time, enabling Advisers to focus on delivering high-quality financial advice rather than paperwork.
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Mar 18, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home. Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.
Mar 18, 2026
Full time
Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Mar 18, 2026
Full time
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Financial Adviser Job - Independent Wealth Management Firm Salary: Up to £75,000 + Bonus £40m AUM Client Bank Hybrid Working An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team. This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential. This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported - not micromanaged - and are empowered to deliver independent advice without in-house product bias. The firm has built its reputation on: Independent financial advice and whole-of-market solutions Long-term client relationships and recurring income models Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams Investment in technology to streamline administration and maximise client-facing time A supportive, growth-focused culture that values professional development Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries. This Financial Adviser job offers: Management of an existing client portfolio ( £40m Assets Under Management) Ongoing servicing, annual reviews and financial planning strategy development Opportunities to generate additional business via referrals and digital leads Support from an experienced paraplanning and administration team The ability to build and grow recurring revenue The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management. Candidate Requirements Level 4 Diploma qualified (DipFA / DipPFS or equivalent) CAS status Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Strong client relationship and business development skills Experience managing AUM and delivering holistic financial planning
Mar 18, 2026
Full time
Financial Adviser Job - Independent Wealth Management Firm Salary: Up to £75,000 + Bonus £40m AUM Client Bank Hybrid Working An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team. This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential. This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported - not micromanaged - and are empowered to deliver independent advice without in-house product bias. The firm has built its reputation on: Independent financial advice and whole-of-market solutions Long-term client relationships and recurring income models Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams Investment in technology to streamline administration and maximise client-facing time A supportive, growth-focused culture that values professional development Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries. This Financial Adviser job offers: Management of an existing client portfolio ( £40m Assets Under Management) Ongoing servicing, annual reviews and financial planning strategy development Opportunities to generate additional business via referrals and digital leads Support from an experienced paraplanning and administration team The ability to build and grow recurring revenue The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management. Candidate Requirements Level 4 Diploma qualified (DipFA / DipPFS or equivalent) CAS status Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Strong client relationship and business development skills Experience managing AUM and delivering holistic financial planning
Elevate Your Future with Coventry's Premier Financial Planning Firm Are you a driven, client-focused Financial Planner/Advisor ready to transform not just your career but also the lives of your clients? Our leading Coventry-based financial planning firm - a respected industry authority renowned for its seamless transformation from an investment powerhouse to a planning-led trailblazer - is seeking top-tier talent to join their elite team. This is more than a job; it's a chance to be part of a respected legacy where your work makes a tangible difference. With a proven track record of industry success and overwhelmingly positive testimonials from clients and peers alike, your future with us is as secure as it is promising. Why This Role is Perfect for You: Begin your journey with a coveted portfolio of 30-50 households within just 6-12 months. This unique opportunity sets you apart, positioning you in a market where only a select few thrive. Benefit from a diversified suite of investment options that go beyond internal solutions - offering you the flexibility to tailor advice for unrivaled client outcomes. Join a team celebrated as "good eggs" in a thriving, low-turnover environment where ethical practice and genuine collaboration are the norm. • Enjoy the reward of building lasting relationships and watching your career soar among a team known for its industry accolades and mutual respect. Key Responsibilities: Deliver Passionate, Client-Centric Advice: Use your expertise to inspire client confidence and secure their financial futures. Your proactive approach and persuasive communication will open doors and build trust quickly. Cultivate Powerful Referral Networks: Leverage established relationships with accountants, solicitors, and other influential partners to expand your business, helping you tap into a network validated by our proven success. Manage High-Value Portfolios: Provide bespoke financial planning to affluent clients (average AUM north of £700K), ensuring each client receives solutions as unique as their aspirations. Autonomy with Support: With access to our approved panel of investment solutions and a team that backs your vision, you'll have both the freedom and the expertise to deliver unmatched results. Team Synergy: Contribute actively to collaborative projects with a dedicated support team of six paraplanners and thirteen administrative professionals-all committed to upholding our longstanding tradition of excellence. Key Qualifications & Skills: A Track Record of Success: Demonstrated experience or strong comfort managing affluent client portfolios, particularly around the £500K threshold. Experience as a Financial Adviser is essential within the UK market Proven abilities in business development, with a keen knack for harnessing referrals and building robust networks with accountants and solicitors. A deep commitment to ethical, client-first financial planning that resonates with our firm's values. Superior interpersonal and persuasive skills that not only drive business but also inspire trust and loyalty. Thrive under a bonus structure tied to firm profitability and shared sales success, where individual accomplishments are celebrated and rewarded. We're seeking professionals with an enduring passion for career growth, ready to invest in a partnership built on mutual success.
Mar 18, 2026
Full time
Elevate Your Future with Coventry's Premier Financial Planning Firm Are you a driven, client-focused Financial Planner/Advisor ready to transform not just your career but also the lives of your clients? Our leading Coventry-based financial planning firm - a respected industry authority renowned for its seamless transformation from an investment powerhouse to a planning-led trailblazer - is seeking top-tier talent to join their elite team. This is more than a job; it's a chance to be part of a respected legacy where your work makes a tangible difference. With a proven track record of industry success and overwhelmingly positive testimonials from clients and peers alike, your future with us is as secure as it is promising. Why This Role is Perfect for You: Begin your journey with a coveted portfolio of 30-50 households within just 6-12 months. This unique opportunity sets you apart, positioning you in a market where only a select few thrive. Benefit from a diversified suite of investment options that go beyond internal solutions - offering you the flexibility to tailor advice for unrivaled client outcomes. Join a team celebrated as "good eggs" in a thriving, low-turnover environment where ethical practice and genuine collaboration are the norm. • Enjoy the reward of building lasting relationships and watching your career soar among a team known for its industry accolades and mutual respect. Key Responsibilities: Deliver Passionate, Client-Centric Advice: Use your expertise to inspire client confidence and secure their financial futures. Your proactive approach and persuasive communication will open doors and build trust quickly. Cultivate Powerful Referral Networks: Leverage established relationships with accountants, solicitors, and other influential partners to expand your business, helping you tap into a network validated by our proven success. Manage High-Value Portfolios: Provide bespoke financial planning to affluent clients (average AUM north of £700K), ensuring each client receives solutions as unique as their aspirations. Autonomy with Support: With access to our approved panel of investment solutions and a team that backs your vision, you'll have both the freedom and the expertise to deliver unmatched results. Team Synergy: Contribute actively to collaborative projects with a dedicated support team of six paraplanners and thirteen administrative professionals-all committed to upholding our longstanding tradition of excellence. Key Qualifications & Skills: A Track Record of Success: Demonstrated experience or strong comfort managing affluent client portfolios, particularly around the £500K threshold. Experience as a Financial Adviser is essential within the UK market Proven abilities in business development, with a keen knack for harnessing referrals and building robust networks with accountants and solicitors. A deep commitment to ethical, client-first financial planning that resonates with our firm's values. Superior interpersonal and persuasive skills that not only drive business but also inspire trust and loyalty. Thrive under a bonus structure tied to firm profitability and shared sales success, where individual accomplishments are celebrated and rewarded. We're seeking professionals with an enduring passion for career growth, ready to invest in a partnership built on mutual success.
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £120,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £120,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Have you you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Have you you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - opportunity to scale at a Chartered Independent Financial Advice firm Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - opportunity to scale at a Chartered Independent Financial Advice firm Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm in Epsom is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out : 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity : Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
Mar 18, 2026
Full time
Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm in Epsom is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out : 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity : Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+
