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Financial Planner- North West, England - Client book provided Salary up to £60,000 plus exceptional bonus structure Location: North West, England - Field Based Full time Permanent An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in the North-West. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book. The Opportunity This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients. What's on Offer Base salary of up to £60,000, with flexibility for high performers or advisers bringing clients Bonuses of up to 45 percent of all new business written A clear salary and remuneration structure that rewards growth of your client book Unlimited holiday allowance Excellent company benefits package A grown up working environment built on trust, not micromanagement A supportive, collaborative culture where people are rewarded for their efforts An office presence is encouraged to support teamwork, collaboration and culture The Ideal Candidate You will be a high quality, experienced Financial Planner with a strong professional reputation. You will be able to demonstrate: QCF Level 4 qualification as a minimum A proven track record of delivering compliant, client focused advice Experience managing and developing a client bank A collaborative mindset and desire to be part of a growing firm A values driven and professional approach to advice Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive. Next Steps If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.

Financial Planner Fareham / Hampshire Area £60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits An excellent opportunity has arisen with one of the UK's leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area. This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time. The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture. This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income. The Role • Service and develop an existing portfolio of private clients • Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning • Build and develop additional business opportunities through referrals, networking and existing relationships • Work closely with dedicated paraplanning, administration and compliance teams • Deliver high-quality ongoing service and long-term client outcomes What's on Offer • Basic salary typically between £60,000 - £80,000 depending on experience, qualifications and portability • Quarterly bonus structure • No validation in year one • Validation target from year two onwards at 3x salary • Car allowance • Existing recurring income/client portfolio provided • Full paraplanning and administrative support • Flexible/agile working arrangements • Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits Candidate Profile • Level 4 Diploma qualified minimum • Experience working as a Financial Planner / Financial Adviser • Strong relationship management and client servicing skills • Ability to generate and develop additional business opportunities • Existing client following or introducer network advantageous but not essential • Professional, consultative and client-focused approach This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative Path Finder advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

IFA Administrator Leeds, hybrid Up to £33,000 + Bonus + Excellent Benefits Study Support towards Diploma in Financial Planning An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK's leading wealth management organisations. Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care. Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners. This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications. The Role You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process. Responsibilities will include: • Providing full administrative support to Financial Advisors and Paraplanners • Preparing and processing new business applications • Managing client correspondence and documentation • Liaising with providers, platforms, and third parties • Maintaining accurate client records and updating internal systems • Assisting with valuations, fund switches, withdrawals, and policy servicing • Preparing review packs and supporting annual review processes • Ensuring all work is completed in line with FCA and internal compliance standards About You The successful candidate will ideally have: • Previous experience working within an IFA or wealth management environment • Strong understanding of financial planning products and processes • Excellent organisational and communication skills • High attention to detail and ability to manage multiple priorities • Experience supporting Advisors and/or Paraplanners • A professional and client focused approach • Progress towards Diploma qualifications would be advantageous but is not essential What's on Offer • Salary negotiable depending on experience up to around £33,000 • Annual discretionary bonus, typically paid at 8% to 10% of salary • First class benefits package • Study support towards the Diploma in Financial Planning • Genuine long term career progression opportunities • Exposure to complex HNW and UHNW financial planning cases • Opportunity to join one of the UK's most respected wealth management firms This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.

A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.

We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry. Key Responsibilities Provide full administrative support to financial advisers and clients Handle client queries and maintain regular client contact Manage documentation, reports, and client records with accuracy and professionalism Assist with preparation of client meetings and follow-up actions Requirements Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred Good understanding of financial services and ambition to build a long-term career in the sector Ambitious graduates seeking their first role in financial services will also be considered Strong communication, organisational, and administrative skills What's on Offer Competitive salary up to £26,000 plus discretionary bonus Hybrid working arrangement (2 days in the office, 3 days from home) Full training and support for market exams Clear career progression opportunities with a company known for internal promotions Generous benefits package This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.