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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.

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.

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.

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.

Paraplanner - Diploma in Financial Planning Growing Firm Hybrid Work Available An exciting opportunity for a detail-driven financial professional looking to take the next step in their career. Salary up to £42,000, Location: Hessle A growing and forward-thinking financial services firm is seeking a qualified Paraplanner to support its expanding client base and maintain its reputation for excellence. This role is perfect for someone who thrives in a dynamic environment and wants to be part of a team that delivers high-quality financial planning services. What's on offer? Hybrid & Flexible Working options available Bonus Scheme - Recognising and rewarding performance Full Financial Support for Further Qualifications - Progress towards Chartered status Private Medical Insurance, Pension, and Death in Service Cover Enhanced Maternity/Paternity Pay Paid Professional Memberships & Training Allowance Corporate Gym Discounts, Cycle-to-Work Scheme, Wellbeing Initiatives Regular Social Events & Team-Building Days Key Responsibilities: Writing financial planning reports and suitability letters Conducting research and preparing recommendations for clients Ensuring compliance and accurate documentation of client files Supporting financial advisers with client journey management Keeping up to date with industry regulations and best practices What's required? Progrerssion towards Level 4 Diploma in Regulated Financial Planning Experience in a paraplanning role Technical knowledge of financial planning, tax, and compliance Excellent report-writing, communication, and organisation skills Why join this firm? This is a fantastic opportunity to develop within a supportive and collaborative team that values integrity, teamwork, and continuous professional growth. With structured career progression, generous benefits, and a strong emphasis on professional development, this role offers the ideal environment for an ambitious Paraplanner to thrive. How to apply Interested candidates should apply now to take the next step in their paraplanning career.

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.