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Independent Financial Adviser / Wealth Manager - Chartered Firm Office-Based Coventry Join a highly respected Chartered Financial Planning and Employee Benefits Practice, directly authorised by the FCA, and known for its commitment to delivering clear, personalised, and professional financial advice. As part of our continued growth, we're seeking an experienced Independent Financial Adviser (IFA) to join our advisory team in Coventry. With access to an established client base, full paraplanning and admin support, and a focus on long-term client outcomes-not sales quotas-this is the ideal environment for a values-driven adviser ready to thrive in a compliant, client-centric practice. Salary & Benefits Salary: Up to £65,000 depending on experience Bonus: Attractive 2x validation bonus model (uncapped Pension and PMI Responsibilities Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning Conduct thorough fact-finds, risk profiling, and cashflow modelling Present clear, compliant recommendations both face-to-face and in writing Build and nurture long-term client relationships based on trust and integrity Collaborate closely with in-house paraplanning and administrative teams Maintain up-to-date knowledge of industry regulations and FCA compliance standards Support business development through referrals & introducers Requirements Minimum Level 4 Diploma in Regulated Financial Planning Experience in an IFA or Wealth Manager role Strong technical knowledge of pensions, investments, and tax-efficient planning Highly client-focused with excellent interpersonal and communication skills Progress toward Chartered status welcomed (full support provided)

Financial Planner Manage a client bank Be part of a growing firm where compliance meets ambition - and ambition is rewarded A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and Financial Advisor to join the team and help shape the future of our firm. Salary: £60,000 - £70,000 + bonuses & flexible working WFH You get full Paraplanning and Admin support so you can focus on meeting clients and building relationships As a Financial Advisor, you will be responsible for: Servicing and maintaining a dedicated client bank (approx. 150 households, circa 40M AUM). Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting. Ensuring full compliance and maintaining thorough, accurate client files. Proactively generating new business and expanding your client base from the exiting clients Your initial focus will be on: Servicing the existing client bank. Completing suitability letters promptly. Maintaining the highest compliance standards. Candidate Profile We are seeking an experienced financial advisor who is: Skilled in holistic financial planning and client relationship management. Highly compliant, with meticulous attention to detail. Proactive, commercially minded, and capable of developing new business. Confident working with well-informed clients. Compensation & Benefits Base salary: £55,000 - £65,000 Compliance bonus: £8,000 for maintaining a 95% file completion rate (reduced for lower levels). New business bonus: 10% of first £60,000 20% of £60,000 - £90,000 30% of £90,000 - £120,000 50% of earnings above £120,000 Why Join? This role offers both challenge and reward. You will work in a dynamic environment, adapting to evolving client needs and compliance requirements, while enjoying the opportunity to grow professionally and earn significant bonuses.

Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.

Company Overview We're hiring on behalf of an independent wealth management firm with a longstanding reputation for delivering holistic, client-led financial planning. Known for its high standards and relationship-driven service, the firm is seeking a Senior Financial Advisor to take over a well-established portfolio of clients as part of a structured succession plan. About the Opportunity This is a unique opportunity to step into a high-trust advisory role with an existing client base. As a senior advisor plans for a gradual retirement, you will be introduced to their clients through a carefully managed handover process, ensuring stability and continuity. This is a role for an experienced adviser who understands the importance of relationships, trust, and long-term planning. You'll be supported by an experienced paraplanning, investment, and operations team, allowing you to focus on delivering outstanding advice and service. Responsibilities Take ownership of a high-quality client portfolio through a phased and supported transition Deliver independent financial advice across pensions, investments, estate planning, protection, and tax-efficient strategies Conduct comprehensive client reviews, including cash flow forecasting, risk assessment, and long-term planning Maintain strong relationships with clients and their families, acting as their long-term trusted adviser Ensure advice is fully compliant with FCA regulations and internal governance standards Identify opportunities for deeper planning and referrals within the existing book Collaborate with internal teams to ensure seamless client experience Requirements Level 4 Diploma in Regulated Financial Planning (minimum) Experience managing a client book in a regulated, independent advice environment Strong knowledge of pensions, investments, tax wrappers, IHT planning, and holistic advice Excellent relationship-building and communication skills High personal integrity, discretion, and a client-centric mindset Comfortable transitioning into an existing relationship and maintaining long-term trust Familiarity with financial planning tools (e.g., Voyant, CashCalc), CRMs, and compliance systems Benefits Inherit a high-value, loyal client portfolio with long-term growth potential Phased handover with full support from the retiring adviser Competitive base salary (£60,000-£80,000 depending on experience) Bonus or revenue share scheme linked to retention and performance Long-term opportunity for equity or leadership for the right candidate Hybrid working with flexibility to meet client and business needs Full paraplanning, admin, compliance, and investment support provided Structured CPD and support toward Chartered status Supportive, values-led working culture with long-term career stability

Financial Adviser - Inherit a £90k+ Income & Expand Through Quality Professional LeadsAre you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further? We're offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You'll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices. Wimborne Salary up to £50,000 + Recurring Income from Existing Clients OTE £100k+ This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support. What's On Offer: Established Client Bank - Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability. High-Calibre Clients - Many clients hold £120,000-£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning. Professional Introductions - Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows. Earnings Potential - Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures. Full Support Infrastructure - Paraplanning, admin, and compliance support so you can focus on advising and growing relationships. Client-Focused Culture - Join a team that values long-term relationships, integrity, and high-quality advice. What You'll Be Doing: Managing and deepening relationships with an existing, well-serviced client base. Delivering holistic financial advice across investments, pensions, IHT, and protection. Meeting new clients through introducers, building trust, and converting into long-term relationships. Conducting regular client reviews and identifying new planning opportunities. Collaborating with a supportive adviser team committed to client excellence. What We're Looking For: Diploma (Level 4) qualified in Financial Planning Background in an IFA or Wealth Management environment Strong interpersonal and relationship management skills Ambition to grow both earnings and professional standing within a high-quality firm

Shape Your Future in Financial Planning - Join a firm offering remote or hybrid working Are you a driven, client-focused Independent Financial Adviser seeking more flexibility, genuine support, and a brand that puts people before products? A leading UK-wide wealth management firm is expanding and looking for like-minded financial advisers to join their growing community. This is your chance to be part of a progressive, planning-led firm built on trust, transparency, and long-term client success. Salary up to £75,000 (OTE £100,000), Earnings Year 3 should be circa £140,000 You will provided with a portfolio of HNW clients to validate your salary with a goal of increasing income through new business activity. What's on Offer? Remote-first flexibility - work from home with access to regional office hubs when preferred Client-centric ethos - no product push, just high-quality, tailored advice Comprehensive support - from in-house paraplanning and admin to business development and marketing Digital-first infrastructure - including XPlan and virtual meeting tools Choice of employed or self-employed model Ongoing CPD and professional development in a collaborative, learning-led environment Your Role as an Independent Financial Adviser: Meet clients virtually or in-person to understand their financial objectives and life goals Deliver clear, actionable financial strategies across pensions, investments, protection, and more Keep clients informed of changes to legislation, new solutions, and relevant updates Generate new business via referrals, introducers, and supported lead-generation initiatives Leverage digital and in-person marketing to grow your client base Maintain accurate records and deliver reporting as required What They're Looking For: Diploma in Regulated Financial Planning (Level 4) and valid CF30 status A clear, client-first approach and genuine care for long-term outcomes Confident communicator with strong interpersonal and digital engagement skills Proven ability to develop new business through planning, networking, and referrals Comfortable engaging with clients from all walks of life - from business owners to retirees

Paraplanner - Independent Financial Planning firm Belfast Are you a detail-driven Paraplanner looking to join a supportive, growing firm where your technical expertise truly makes an impact? We're a highly regarded independent financial planning practice based in Belfast, focused on delivering clear, ethical advice to individuals, families, and business owners across Northern Ireland and beyond. With a strong reputation and growing client base, we're expanding our paraplanning function and are looking for a professional who shares our values of integrity, collaboration, and continuous improvement. Responsibilities As a Paraplanner, you'll work closely with Advisers to prepare high-quality, client-focused financial plans. Your day-to-day responsibilities will include: Writing compliant and personalised suitability reports across pensions, investments, protection, and tax planning. Conducting in-depth research and analysis to support tailored financial advice. Preparing cashflow models, technical summaries, and recommendation documents. Collaborating with Financial Advisers and Administrators to ensure smooth client journeys. Staying current on FCA regulations and industry developments. Contributing to process improvements and the maintenance of document templates. Requirements We're looking for someone with a strong technical background and a proactive approach. To be successful, you'll need: Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent). Excellent understanding of investment products, pensions, and tax wrappers. Proficiency with tools such as Voyant, FE Analytics, iO, or similar platforms. Strong attention to detail, analytical thinking, and clear written communication. A collaborative mindset and the ability to work effectively in a hybrid team setup. If you're a dedicated Paraplanner looking to take the next step in your career with a reputable and forward-thinking firm, we'd love to hear from you.

Financial Planner - HNW Clients Provided Epsom £80,000 + Bonus A growing wealth management firm is seeking a Financial Planner to join its Epsom-based team (with hybrid working available). This is an outstanding opportunity for an adviser who thrives on meeting new clients, building long-term relationships, and growing a client bank in a supportive, high-quality environment. This role is designed for a growth-minded Financial Planner who excels in first meetings , enjoys building rapport , and is motivated by developing a thriving client base without the pressure of constant self-sourced leads. If you want to focus on giving great advice-backed by a supportive infrastructure-this is your next step. Key Proposition: The adviser will be introduced to 40-50 existing clients , each with £500,000+ in Assets Under Management , creating a strong platform for long-term referral growth High-quality, pre-qualified leads are provided on an ongoing basis Full back-office support is available, including paraplanning, admin, and compliance, allowing the adviser to focus on delivering exceptional advice The firm offers independent, whole-of-market advice and is backed by one of the UK's largest Chartered financial planning operations Investment portfolios consistently rated with top-tier performance by third-party analysts A national footprint and scalable infrastructure support both local and remote clients Ethical, client-first values and a modern, flexible working culture Responsibilities Provide holistic financial planning to HNW and UHNW clients, covering pensions, investments, tax, estate, and protection needs Conduct thorough fact finds and craft personalised financial strategies Develop and maintain long-term, trust-based relationships with clients Grow the client bank through warm referrals and new client leads Convert qualified leads into ongoing clients through effective first meetings Collaborate with the paraplanning and admin team to deliver a seamless client experience Stay up to date with evolving financial planning regulations and standards Requirements Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent) Proven experience in financial planning, wealth management, or IFA environments Strong consultative and relationship-building skills Comfortable working with referrals and lead-conversion scenarios Client-first mindset and clear communication skills Compensation & Incentives Base Salary: Up to £80,000 , depending on experience Bonus: Up to 25% of base salary, based on ongoing advice fees Validation: Bonus scheme operates on recurring revenue with validation set at 1.25 salary Client Introductions: Access to 40-50 existing clients (each with £500k+ AUM) Lead Support: High-quality leads provided regularly Support Structure: Full paraplanning, administration, and compliance infrastructure Career Development: CPD support, mentoring, and clear progression routes Work Structure: Hybrid - with flexible remote working and client visits as needed

Financial Planner - HNW Clients Provided Chelmsford £80,000 + Bonus A growing wealth management firm is recruiting a Financial Planner to join its Chelmsford-based team (hybrid working). This is a high-potential role for an adviser who thrives in client engagement, relationship building, and growth-especially one looking to scale without having to source every lead from scratch. This role is ideal for a growth-oriented Financial Planner or Adviser who enjoys initial client meetings and excels in building trust-based relationships . The ideal person seeks to scale their business with a firm that gives them a strong initial client base, lead flow, and administrative support, rather than leaving them to generate everything independently. Key Proposition & Selling Points The adviser will be introduced to 40-50 existing clients within the firm, each with £500,000+ in Assets Under Management , enabling a strong foundation for referral-based growth. High-quality, qualified leads will also be provided, ensuring a steady pipeline of new business prospects. Full back-office support is offered, including paraplanning, administration, and compliance assistance, allowing the adviser to focus on client-facing activity. The firm's investment management and advice capabilities are backed by one of the UK's largest Chartered financial planning operations. The firm offers whole-of-market advice , is independent (not tied to product providers), and has built a strong reputation for client trust and service quality. Its managed investment portfolios have achieved a Defaqto 5-star rating for multiple consecutive years. The firm operates from 50+ locations nationwide and manages in excess of £20?billion of client investment funds. Responsibilities Deliver holistic financial planning to HNW and UHNW clients, advising on pensions, investments, tax planning, estate planning, and protection Execute comprehensive fact finds, analyse client circumstances, and design bespoke strategies Build and deepen long-term relationships with clients, based on trust, clarity, and exceptional service Leverage the provided client introductions and client relationships to generate referrals and expand the adviser's client bank Engage with new leads, conduct initial meetings, and convert to profitable client relationships Work closely with the paraplanning, admin, and compliance teams to deliver seamless client journeys Requirements Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent) Experience in a financial planning, advisory or IFA role Strong interpersonal, consulting and relationship-building skills Comfort working with leads, referrals, and warm introductions Ability to articulate complex financial strategies clearly to clients Compensation & Incentives Base Salary: Up to £80,000 , depending on experience Bonus: Up to 25% of base salary, awarded on ongoing advice fees Validation: Bonus scheme is structured on recurring revenue, with validation set at 1.25 base salary Client Bank Access: Introductions to 40-50 clients with £500,000+ AUM Support: Full back-office support, qualified leads, infrastructure and compliance assistance Professional Growth: CPD funding, mentoring, pathways to advanced credentials Work Structure: Hybrid working (Chelmsford base) with flexible remote/client visits as needed (2 to 3 days in the office)

Elevate Your Paraplanning Career in Worthing - Join a Forward-Thinking Wealth Management Firm! Job Title: Paraplanner - Wealth Management (Part-Qualified, Worthing) Are you an experienced Paraplanner ready to take the next step in your financial planning career? This exciting opportunity in Worthing offers a dynamic role within a client-focused firm, supporting high-calibre Advisers and helping clients achieve their financial goals. With a clear progression pathway and a salary of up to £48,000 , this role is ideal for someone who is part-qualified (working towards Diploma via CII, LIBF or equivalent ) and keen to continue their professional development in a supportive, values-led environment. Company Overview This highly respected and process-driven wealth management firm is renowned for its strong client relationships, collaborative team ethos, and high technical standards. Working closely with Advisers and the wider support team, the Paraplanner plays a pivotal role in ensuring seamless client journeys and technically sound advice delivery. Responsibilities Collaborate with Advisers to produce high-quality suitability reports , review documents, and technical research. Conduct cashflow modelling, investment analysis , and product research using tools like Intelligent Office (IO) and Genovo. Act as a key point of contact for clients, managing correspondence and attending meetings as needed. Provide administrative and technical support for group pensions and benefits . Ensure accurate processing of new business applications , provider communications, and policy administration. Maintain up-to-date client records, ensuring regulatory compliance and adherence to internal policies. Work cross-functionally with administrators and compliance teams to ensure documentation is accurate and timely. Assist in organisational projects , system improvements, and process optimisation initiatives. Requirements Experience in a Paraplanning or Financial Planning Support role. Part-qualified : Working towards Level 4 Diploma (CII, LIBF, or equivalent). Proficient with Intelligent Office (IO) and financial planning software (e.g., Genovo). Excellent written communication and report writing skills. Analytical mindset with strong attention to detail and process orientation. Strong client relationship management and interpersonal skills. Commitment to ongoing CPD and professional development . Benefits Salary up to £48,000 , depending on experience and qualifications. Support for further qualifications (e.g., full Diploma or Chartered). Structured development plan within a growing and respected firm. Collaborative, inclusive team culture with clear values. Hybrid working flexibility available 3 days in the office and 2 from home Access to high-net-worth clients and complex financial planning cases.

Shape Your Future in Financial Planning - Career-Building Paraplanner Role in Godalming Job Title: Paraplanner - Wealth Management (Part-Qualified, Godalming) Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future ? This opportunity in Godalming offers more than just a role - it's a pathway to progression within a respected and values-driven wealth management firm. If you're part-qualified (working towards Diploma via CII, LIBF or equivalent ) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory , or Technical Specialist roles. Company Overview This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring , and internal promotion , the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts. Operating from the Godalming office, you'll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications. Responsibilities Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis. Conduct cashflow planning, product comparisons , and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo. Take ownership of client communication , preparing documentation and attending meetings when needed. Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking. Engage in projects to improve systems and client journey processes. Keep up to date with industry changes, compliance regulations, and internal quality standards. Requirements Experience in Paraplanning Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent). Strong grasp of financial products, platforms, and investment principles. Excellent written communication and analytical skills. Highly organised with attention to detail and a process-driven mindset. Familiarity with IO and financial planning tools is desirable. A genuine desire to develop into a senior or advisory position over time. Benefits Salary up to £48,000 , depending on experience and qualifications. Fully funded pathway to Diploma, Chartered , or Adviser roles . Clearly mapped career framework with regular reviews and mentoring. Hybrid working options 3 days in the office and 2 days from home Supportive, team-oriented culture with access to complex client work. Be part of a firm that grows talent from within - many current Advisers began in Paraplanning.

Shape Your Future in Financial Planning - Career-Building Paraplanner Role in Haywards Heath Job Title: Paraplanner - Wealth Management (Part-Qualified, Brighton) Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future ? This opportunity in Haywards Heath offers more than just a role - it's a pathway to progression within a respected and values-driven wealth management firm. If you're part-qualified (working towards Diploma via CII, LIBF or equivalent ) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory , or Technical Specialist roles. Company Overview This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring , and internal promotion , the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts. Operating from the Haywards Heath office, you'll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications. Responsibilities Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis. Conduct cashflow planning, product comparisons , and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo. Take ownership of client communication , preparing documentation and attending meetings when needed. Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking. Engage in projects to improve systems and client journey processes. Keep up to date with industry changes, compliance regulations, and internal quality standards. Requirements Experience in Paraplanning Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent). Strong grasp of financial products, platforms, and investment principles. Excellent written communication and analytical skills. Highly organised with attention to detail and a process-driven mindset. Familiarity with IO and financial planning tools is desirable. A genuine desire to develop into a senior or advisory position over time. Benefits Salary up to £48,000 , depending on experience and qualifications. Fully funded pathway to Diploma, Chartered , or Adviser roles . Clearly mapped career framework with regular reviews and mentoring. Hybrid working options 3 days in the office and 2 days from home Supportive, team-oriented culture with access to complex client work. Be part of a firm that grows talent from within - many current Advisers began in Paraplanning.

Shape Your Future in Financial Planning - Career-Building Paraplanner Role in Brighton Job Title: Paraplanner - Wealth Management (Part-Qualified, Brighton) Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future ? This opportunity in Brighton offers more than just a role - it's a pathway to progression within a respected and values-driven wealth management firm. If you're part-qualified (working towards Diploma via CII, LIBF or equivalent ) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory , or Technical Specialist roles. Company Overview This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring , and internal promotion , the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts. Operating from the Brighton office, you'll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications. Responsibilities Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis. Conduct cashflow planning, product comparisons , and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo. Take ownership of client communication , preparing documentation and attending meetings when needed. Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking. Engage in projects to improve systems and client journey processes. Keep up to date with industry changes, compliance regulations, and internal quality standards. Requirements Experience in Paraplanning Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent). Strong grasp of financial products, platforms, and investment principles. Excellent written communication and analytical skills. Highly organised with attention to detail and a process-driven mindset. Familiarity with IO and financial planning tools is desirable. A genuine desire to develop into a senior or advisory position over time. Benefits Salary up to £48,000 , depending on experience and qualifications. Fully funded pathway to Diploma, Chartered , or Adviser roles . Clearly mapped career framework with regular reviews and mentoring. Hybrid working options 3 days in the office and 2 days from home Supportive, team-oriented culture with access to complex client work. Be part of a firm that grows talent from within - many current Advisers began in Paraplanning.

Shape Your Future in Financial Planning - Career-Building Paraplanner Role in Horsham Job Title: Paraplanner - Wealth Management (Part-Qualified, Horsham) Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future ? This opportunity in Horsham offers more than just a role - it's a pathway to progression within a respected and values-driven wealth management firm. If you're part-qualified (working towards Diploma via CII, LIBF or equivalent ) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory , or Technical Specialist roles. Company Overview This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring , and internal promotion , the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts. Operating from the Horsham office, you'll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications. Responsibilities Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis. Conduct cashflow planning, product comparisons , and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo. Take ownership of client communication , preparing documentation and attending meetings when needed. Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking. Engage in projects to improve systems and client journey processes. Keep up to date with industry changes, compliance regulations, and internal quality standards. Requirements Experience in Paraplanning Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent). Strong grasp of financial products, platforms, and investment principles. Excellent written communication and analytical skills. Highly organised with attention to detail and a process-driven mindset. Familiarity with IO and financial planning tools is desirable. A genuine desire to develop into a senior or advisory position over time. Benefits Salary up to £48,000 , depending on experience and qualifications. Fully funded pathway to Diploma, Chartered , or Adviser roles . Clearly mapped career framework with regular reviews and mentoring. Hybrid working options 3 days in the office and 2 days from home Supportive, team-oriented culture with access to complex client work. Be part of a firm that grows talent from within - many current Advisers began in Paraplanning.

Financial Adviser - Build a Client Bank in an Entrepreneurial, Tech-Driven Firm Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. A fast-growing, innovative financial advice firm is seeking a forward-thinking Financial Adviser who wants to build their own client bank in a tech-driven, entrepreneurial environment. This firm provides qualified leads and full training, allowing advisers to concentrate on delivering outstanding financial planning rather than getting bogged down in admin. Salary up to £90,000 + Bonus to over £130,000 as you build your client bank, hybrid working at least 2 days in the London office This is an exciting chance for an ambitious Financial Adviser to take ownership of their career, grow their own client book, and become part of a forward-thinking firm that is revolutionising financial advice. Leads provided - High-quality lead generation channels allow advisers to focus on client relationships. Entrepreneurial freedom - The opportunity to build a book of business within a high-growth, supportive firm. Cutting-edge technology - A digital-first approach removes administrative burdens and enhances client service. Client-first approach - A chance to be part of a firm that prioritises long-term client relationships over sales targets. What's Needed to Succeed Client-first mindset - A passion for building strong client relationships and delivering outstanding financial planning. Entrepreneurial spirit - Excited by the prospect of building a client bank and shaping the future of financial advice. Collaborative nature - A team player who thrives in an innovative, close-knit environment. High integrity - A commitment to professional ethics and the highest standards of client care. Qualified - Minimum Level 4 Diploma in Financial Advice (CII, CISI, etc.), with a preference for those working towards Chartered status. At least 2 years of experience providing financial advice is ideal. What's on Offer? Competitive salary + bonuses Potential for future equity in the company Private medical insurance, income protection & death in service benefits Learning & development budget (including exam support) Take the Next Step For advisers looking to escape traditional wealth management constraints and embrace a more dynamic, technology-driven approach, this is an opportunity not to be missed.

Take Your Career to the Next Level: Independent Financial Adviser Opportunity Are yoo an experienced Financial Adviser with a strong client base and assets under management (AUM) of £10-15 million or more? Or are you an aspiring professional eager to build a successful career in financial advice? This UK-wide opportunity offers unparalleled independence, allowing advisers to truly tailor their services without being restricted Why Join? Industry-Leading Support: Benefit from professional indemnity (PI) cover, compliance assistance, file checking, and T&C services to ensure the highest standards. Flexible Commission Structure: Competitive tiered rates, starting at 19% on the first £25,000 of net business, dropping to 12.5% for additional revenue. Advisers managing £10-15 million+ AUM enjoy a flat 12.5% rate. Key Features Growth Opportunities: Discuss options for drawdown loans for advisers with significant AUM Autonomy: Run your practice your way, backed by a network dedicated to your success. Role Responsibilities Build and nurture long-term client relationships, providing bespoke financial solutions. Deliver whole-of-market advice across pensions, investments, and holistic financial planning. Maintain compliance standards, ensuring all advice is aligned with regulatory requirements. Actively manage and grow AUM, ensuring consistent client satisfaction and trust. Remuneration With a highly competitive business split model, your earnings will reflect your expertise and success, making this an excellent opportunity to grow your business. If you're an experienced adviser ready for greater independence, this is your chance to thrive.

Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.

Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.

Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.

Independent Financial Adviser (IFA) - Self-Employed - 60% to 80% Revenue Splits Location: London (Hybrid/Remote) Salary: Self-Employed Uncapped earnings Revenue splits from 60% to 80% Take control of your career with the flexibility and support you deserve. A highly respected, fully independent financial planning firm is seeking an experienced Independent Financial Adviser (IFA) to join their growing team on a self-employed basis . This is an excellent opportunity for an ambitious adviser who wants the freedom to build and manage their own client portfolio, with the full backing of a professional and supportive infrastructure. The firm works with high-net-worth individuals, professionals, and international clients, offering whole-of-market access and truly tailored financial solutions. With no sales targets, no bias towards specific products, and revenue splits from 60% to 80% , this is a chance to take ownership of your business while focusing on delivering outstanding advice. What's on offer: Self-employed role with industry-leading revenue splits (60% to 80%) Full back-office support - including compliance, paraplanning, and administration Hybrid or remote working with flexible use of London office space Unrestricted whole-of-market proposition Established brand with premium marketing and lead generation options Market-leading technology, including secure client portals and cashflow modelling Diverse and inclusive team culture, with ESG principles at the core Opportunities to work with UK and international clients , including expats and US-connected individuals Uncapped earnings potential with no ceiling on your success About you: Level 4 Diploma qualified (as a minimum) Experience as an Independent Financial Adviser (IFA) working with high-net-worth clients Ability to provide holistic financial planning across pensions, investments, tax planning, and estate planning Self-motivated with a professional, client-first approach Ideally, experience with cross-border, expat, or US-connected client advice Entrepreneurial mindset with the drive to grow your own portfolio Key responsibilities: Deliver independent financial advice tailored to individual client needs Build and maintain strong, long-term relationships with clients Manage your own diary and client portfolio, with operational support from the firm Provide advice across pensions, investments, tax strategies, estate planning, and cross-border considerations Work collaboratively with internal specialists and support teams to achieve the best client outcomes Ready to build the career you deserve? If you are an experienced IFA seeking the freedom to run your own business, with the support of a successful and forward-thinking team behind you, we would love to hear from you. Apply now to arrange a confidential discussion.Flexible opportunities available across London and the UK.