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Mbf are working closely with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing Bath team. This is an exciting opportunity to become part of a forward-thinking firm that delivers truly holistic financial planning to clients across the UK. The business has built an outstanding reputation for professionalism, integrity, and personal development making this an ideal move for someone seeking to advance their career within a high-calibre environment. The Role As a Paraplanner, you'll work closely with a team of highly successful Financial Planners, providing technical and research support across all areas of financial advice including investments, pensions, protection, and tax planning. You'll play an integral part in the advice process and will enjoy regular client contact, helping to deliver an exceptional service and first-class outcomes. You'll be joining a collaborative, supportive team where your input is valued and your professional growth is encouraged. Key Responsibilities: Support Financial Planners in preparing and delivering high-quality financial advice. Conduct research and produce detailed suitability reports. Liaise directly with clients to gather information and ensure a seamless advice journey. Maintain a strong understanding of financial planning principles and FCA regulations. Work as part of a cohesive team committed to providing exceptional client service. About You: Minimum 2 years' experience as a Paraplanner within an IFA or wealth management environment. Ideally Diploma qualified (Level 4) or working towards completion. Strong technical knowledge across investments, pensions, and protection. Excellent communication skills, with confidence liaising with both advisers and clients. Proactive, organised, and detail-focused with a genuine passion for financial planning. The Offer: Competitive basic salary up to £50,000 (depending on experience). Hybrid working model - typically 2 days in the office. Excellent benefits package and full support with further qualifications. Genuine career progression within a highly respected Chartered firm. If you're an experienced Paraplanner looking for a role where you'll be valued, supported, and given room to grow, we'd love to hear from you.

Mbf are working closely with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing Bristol team. This is an exciting opportunity to become part of a forward-thinking firm that delivers truly holistic financial planning to clients across the UK. The business has built an outstanding reputation for professionalism, integrity, and personal development making this an ideal move for someone seeking to advance their career within a high-calibre environment. The Role As a Paraplanner, you'll work closely with a team of highly successful Financial Planners, providing technical and research support across all areas of financial advice including investments, pensions, protection, and tax planning. You'll play an integral part in the advice process and will enjoy regular client contact, helping to deliver an exceptional service and first-class outcomes. You'll be joining a collaborative, supportive team where your input is valued and your professional growth is encouraged. Key Responsibilities: Support Financial Planners in preparing and delivering high-quality financial advice. Conduct research and produce detailed suitability reports. Liaise directly with clients to gather information and ensure a seamless advice journey. Maintain a strong understanding of financial planning principles and FCA regulations. Work as part of a cohesive team committed to providing exceptional client service. About You: Minimum 2 years' experience as a Paraplanner within an IFA or wealth management environment. Ideally Diploma qualified (Level 4) or working towards completion. Strong technical knowledge across investments, pensions, and protection. Excellent communication skills, with confidence liaising with both advisers and clients. Proactive, organised, and detail-focused with a genuine passion for financial planning. The Offer: Competitive basic salary up to £47,000 (depending on experience). Hybrid working model - typically 2 days in the Bristol office (just a few minutes' walk from Temple Meads) and 3 days from home. Excellent benefits package and full support with further qualifications. Genuine career progression within a highly respected Chartered firm. If you're an experienced Paraplanner looking for a role where you'll be valued, supported, and given room to grow, we'd love to hear from you.

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK's leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. The Opportunity You'll take over a well-established client book following the firm's recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. Over the next 12-18 months, you'll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. Key Details Fully serviced client bank provided - c.200 UHNW families Recurring income circa £700k Full handover and mentoring period from the existing adviser (retiring 2027) Home-based role with flexible working and office access as required Client locations primarily across London, Kent, Surrey, and Sussex Full paraplanning and sales support provided About You Level 4 Diploma qualified (Chartered or working towards preferred) Minimum 3 years' experience providing holistic financial advice Strong client relationship and interpersonal skills Entrepreneurial and commercially minded with a focus on long-term service Located within a commutable distance of Sidcup or the South East region Remuneration & Benefits Highly flexible basic salary, fully negotiable for the right individual 35% bonus on new business written + share of recurring income Uncapped earning potential Excellent benefits package Full paraplanning and administrative support This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.

Paraplanner - Leading Wealth Management Firm Location: Manchester Salary: £40,000 - £50,000 plus annual discretionary bonus and comprehensive benefits Contract: Permanent A prestigious UK wealth management firm is seeking a Level 4 Diploma-qualified Paraplanner to join its established and highly regarded Financial Planning team in Manchester. This is an exceptional opportunity for an experienced Paraplanner looking to take a step up into a leading private wealth institution, working alongside senior Financial Planning Directors and gaining exposure to High-Net-Worth and Ultra-High-Net-Worth clients. You will be joining a collaborative, experienced, and supportive environment where quality of advice, professional standards, and long-term development are central. The firm offers full exam support, a clear structure for career progression, and a culture that encourages continuous professional growth. The Opportunity This role is ideal for a technically capable Paraplanner who wants to further develop their expertise within a highly professional setting. You will gain exposure to complex financial planning work and be part of a business that values accuracy, integrity, and career development. While future progression opportunities exist, this position will suit someone who is happy to focus on paraplanning for the next few years, perfecting their craft, working closely with experienced Financial Planners, and building the technical foundations for long-term success. You will have the opportunity to: Work alongside Financial Planning Directors to deliver detailed, client-focused advice Prepare high-quality cashflow models, research, and suitability reports Contribute to technical discussions and strategy development within a leading planning team Attend client meetings and gain first-hand exposure to UHNW client relationships Benefit from structured learning, exam sponsorship, and professional mentorship Key Responsibilities Prepare financial planning reports and client recommendations to a high standard Conduct research and analysis across pensions, investments, taxation, and estate planning Support Financial Planning Directors in delivering advice and annual reviews Manage your own workload and maintain exceptional attention to detail Collaborate with internal teams to ensure consistency and best practice in advice delivery About You Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential 2-3 years of paraplanning experience within a financial planning or wealth management environment Strong technical knowledge of pensions, investments, and taxation Excellent written and verbal communication skills Proactive, detail-oriented, and eager to continue developing professionally Able to attend the Manchester office several times per week as part of a hybrid arrangement Benefits Annual discretionary bonus Up to 10% employer pension contribution Life cover and income protection Private Medical Insurance 25 days' holiday plus bank holidays Option to buy or sell additional holidays Ongoing professional development and full exam support Hybrid working environment Why Apply? This is a rare opportunity to join one of the UK's most respected wealth management firms, known for its integrity, client focus, and commitment to professional excellence. You will work with experienced financial planners on complex client cases, receive full support for further qualifications, and enjoy a long-term career path within a high-calibre planning environment.

Are you an experienced Financial Adviser seeking a stable, client-focused environment where advice quality comes before sales targets? This is an exceptional opportunity to join a well-established, growing wealth management firm that provides a ready-made client bank, first-class support, and genuine career progression. The Opportunity You'll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. You'll work with a broad range of individuals and families, providing tailored solutions across investments, pensions, protection, estate planning, and more - supported by a highly experienced paraplanning and administrative team. This role is ideal for an adviser who wants to focus on relationship management and technical advice rather than prospecting or chasing sales targets. What's on Offer £65,000 base salary + £10,000 bonus for Level 4 qualified advisers £75,000 base salary + £10,000 bonus for Chartered or near-Chartered advisers Additional bonuses for new business and performance - excellent OTE potential Hybrid working - typically 3 days in the Gatwick office, 2 days from home (flexible for client meetings) All clients provided - immediate portfolio of around 70, growing over time Full paraplanning and administrative support Collaborative and professional working environment focused on client outcomes About You We're looking for a professional who: Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred) Has current CAS and Statement of Professional Standing (SPS) Possesses strong technical knowledge across all advice areas (pensions, investments, tax, protection) Has a proven ability to build trusted client relationships Is organised, proactive, and committed to delivering exceptional client service Why Apply? This is an excellent opportunity for an Adviser who wants to join a respected wealth management firm offering: A warm client base ready to inherit and develop Structured career growth and professional development support A balanced role combining client engagement and technical planning, free from heavy sales pressures

Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a highly respected, multi-faceted business offering a broad range of services across Financial Planning, Corporate Wealth, and Employee Benefits. This role sits within their growing Financial Planning division and represents an exciting opportunity to lead a talented and expanding team of Paraplanners. About the Role This is a managerial position focused on leading and developing a team of Paraplanners. You'll be responsible for ensuring the delivery of efficient, high-quality support to advisers and clients, maintaining strong performance standards, and promoting a culture of excellence across the team. While you'll work closely with senior colleagues - including a technical lead who will handle complex technical matters, your focus will be on people management, workflow oversight, and operational effectiveness. This hybrid role offers an excellent balance between collaborative office time and the flexibility of remote working. Key Responsibilities Lead, coach, and develop a growing team of Paraplanners, conducting regular one-to-ones, appraisals, and performance reviews. Manage team workflow to ensure timescales are met and a consistently high standard of service is delivered. Oversee workload allocation, ensuring resources are optimised across the team. Collaborate with Financial Planners and internal stakeholders to support seamless client delivery. Foster a positive, high-performing culture aligned with company values and regulatory standards. Identify opportunities to improve processes, efficiency, and service levels as the business continues to grow. What We're Looking For Proven experience in a leadership or managerial role within financial services - ideally within financial planning, paraplanning, or a related environment (pensions, investments, platforms, etc.). Strong people management and coaching skills, with the ability to inspire, motivate, and develop individuals. Excellent organisational and prioritisation abilities. Clear and confident communication and stakeholder management skills. A proactive and adaptable approach, with confidence leading a team through change and growth. What's on Offer? Competitive salary up to £55,000 plus bonus Hybrid working model - typically 2 days in the office per week Generous holiday allowance and a comprehensive benefits package The opportunity to play a key leadership role in a growing, progressive, and award-winning organisation with scope for progression.

Paraplanner - Belfast Salary: Up to £40,000 + Benefits Location: Belfast Harbour Estate (near Holywood Exchange) Employment Type: Full-time, predominantly office-based We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities. The Role: Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include: Preparing client reports, valuations, and quotations Researching and analysing financial data to build tailored recommendations Producing clear, accurate, and professional advice reports for complex cases Updating systems and maintaining accurate client records Liaising directly with clients, both over the phone and face-to-face Collaborating with advisers to ensure smooth delivery of services Skills & Experience Required: Diploma in Regulated Financial Planning (or working towards) Proven experience as a paraplanner or in a similar technical support role within financial services Strong analytical and problem-solving skills Excellent written and verbal communication abilities High level of technical knowledge and attention to detail Ability to build strong working relationships with clients and internal stakeholders Benefits: Salary up to £40,000 (depending on experience) Company pension scheme Death in service benefit 25 days annual leave + birthday off Flexible benefits package Option to purchase additional holidays Enhanced family-friendly policies Cycle-to-work scheme Career Development: This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You'll be supported with ongoing training and development to enhance your skills and qualifications.

Independent Financial Advisor - Solihull Basic Salary: £50,000 - £70,000 + Bonus + Full Support We are working with a leading, award-winning firm of Chartered Financial Planners to appoint an Independent Financial Advisor for their growing office in Solihull . This firm has built a strong reputation for delivering bespoke, high-quality financial advice to high-net-worth individuals and families. With over £2.5bn of assets under influence , they offer one of the most supportive and forward-thinking environments for ambitious Advisors. The Opportunity You'll be joining a growing regional office with immediate access to a starter book of around 25 HNW clients , helping to provide a strong foundation of income from day one. However, this opportunity is ideally suited to someone with an entrepreneurial and business development mindset - someone who can: Develop new client relationships through referrals, networking, and introducers Utilise marketing support and firm-wide initiatives Potentially bring across an existing book of clients Support & Infrastructure This is a fully supported IFA role, giving you everything needed to succeed and scale: Full paraplanning, administration, compliance, and advisor fee support Central marketing assistance and regular new business enquiries Robust tech platforms and research to support quality client outcomes Earnings & Progression Basic salary of £50,000 - £70,000 DOE Bonus of 33% of all business generated beyond 3x salary validation No cap on earnings and additional business opportunities provided over time Additional company benefits including pension, holiday allowance etc. Ideal Candidate Profile Level 4 Diploma in Financial Advice (or equivalent) Experience advising HNW clients with excellent relationship-building skills A track record of generating new business and/or managing a loyal client base Looking to grow within a professional, collaborative and client-first culture This is an excellent opportunity for an established IFA seeking independence, flexibility, and the backing of a high-quality firm that's committed to supporting your long-term success.

Chartered Financial Planner - Director / Managing Director £100,000 to £150,000 + benefits (negotiable for MD level) Location: North-West / West Midlands (with some travel to the South-East initially) Exclusive Opportunity High-Growth Environment Strategic Leadership Role An ambitious and well-capitalised professional services group is undertaking a major transformation of its financial planning capability, creating an opportunity for an experienced Chartered Financial Planner to lead and shape a new in-house proposition. The group includes a specialist fiduciary business managing significant client assets and consistently generating high-quality referrals. With strong internal demand for integrated financial advice, the organisation is now focused on reducing reliance on external discretionary fund managers and building a premium, centralised service in-house. The Opportunity This is a pivotal leadership role, offering autonomy, long-term growth potential, and the chance to drive lasting change. You will: Join as a Director, or step into a Managing Director position depending on experience. Lead the development of a high-calibre internal financial planning proposition. Support the integration of a recently acquired financial planning team (2-3 days per week in the South-East for the first 4-6 months), before transitioning to a North-West / West Midlands base long term. Collaborate closely with senior leaders across legal and accountancy divisions to deliver a cohesive, family-office style client experience. Play a key role in scaling the team from 6 to 40+ Chartered professionals over the next five years. About You Chartered Financial Planner (achieved via a single qualification route). Proven leadership experience, ideally at Director or MD level. Background in professional introducer environments (e.g., legal or accountancy). Strategic mindset with hands-on delivery capability. Comfortable working with high-net-worth clients (£1m+ investable assets) in a relationship-led advisory model. Why Apply? Genuine leadership opportunity with board-level engagement. High-growth, well-funded environment with strong internal referrals. Scope to shape and grow a market-leading proposition. Competitive salary, flexibility, and long-term career progression.

Paraplanner - Solihull, hybrid (2 days per week in office minimum Salary from £35,000 to £38,000 plus company benefits and (£2-3K) discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team. Why This Role? Flexible Working: Embrace the balance of remote work with only 2 days per week required in the office for team meetings. Competitive Salary: Earn £35-38K per annum, plus a discretionary bonus (of £2-3K) and benefits. Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this. Key Responsibilities: Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs. Collaborating closely with advisors to provide tailored financial solutions. Conducting in-depth research and analysis to support client recommendations. Ensuring compliance with industry regulations and company standards. Prepare documentation to be presented to the client by the adviser in the advice process Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained Who We're Looking For: Experience: Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply. Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team. Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous. Join Our Client's Vision: Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.

IFA Administrator - Financial Planning Location: Manchester (Office-based) Salary: £26,000 - £32,000 per annum (depending on experience) Job Type: Full-time, Permanent A highly respected, Chartered Financial Planning firm based in Manchester is seeking an experienced IFA Administrator to join their expanding team. This is a rare opportunity to be part of a client-focused practice with a long-standing reputation for providing high-quality, personalised financial advice. With Chartered status and a strong ethical foundation, the firm is committed to professionalism, continuous development, and delivering exceptional client outcomes. You'll be joining a supportive and collaborative team at an exciting time of growth, where your contribution will be recognised and your development actively supported. Responsibilities: Accurately process new business applications across investment and pension products. Manage fund switches, surrenders, income and investment withdrawals in a timely and compliant manner. Prepare pre-sale documentation including quotations and illustrations. Act as a point of contact for clients, providing updates and handling queries with care. Liaise with product providers to obtain information on clients' existing arrangements. Prepare accurate valuation reports to support client reviews and planning meetings. Handle ongoing client servicing requests efficiently. Maintain comprehensive client records via the back-office system. Requirements: Previous experience in a financial services administrative or support role. Solid understanding of investment and pension products. Familiarity with platforms such as AJ Bell, Aviva, Aberdeen Wrap, or Transact is highly desirable. Proficient in Microsoft Word and Excel. Excellent organisational and communication skills. Strong attention to detail and ability to work both independently and within a team. Working towards or holding the Diploma in Financial Planning is an advantage. Benefits: Salary of £26,000 - £32,000 (depending on experience). 24 days holiday plus 3 additional days for Christmas shutdown. 8% employer pension contribution (after 3 months). Death in service cover (3x salary), critical illness cover (1x salary after 12 months). Income protection scheme under review for Q3 2025. Full support for exam study, with bonuses for passing industry exams. Career progression opportunities within a values-driven, reputable firm.

Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.

Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance

Independent Financial Adviser Coventry Full-time £50,000-£70,000 DOE + Bonus Hybrid & Client-Facing Flexibility We are recruiting on behalf of a highly regarded, fully independent financial planning firm based in the Midlands. This is a senior-level opportunity to join a Chartered, client-led business with a full client book ready for the successful candidate. The firm provides a supportive, professional environment where advisers can focus on delivering meaningful, long-term financial planning without the pressure of sales targets or restricted panels. About the Role This is a rare opportunity to step into a well-established book of clients and build lasting relationships with individuals, families, and business owners. The role involves providing comprehensive, independent advice across pensions, investments, protection, and tax-efficient planning. You'll be supported by experienced paraplanners, administrative staff, and a robust internal infrastructure. Key Responsibilities Deliver holistic, independent financial advice tailored to clients' needs Develop and maintain strong, long-term client relationships Work closely with support staff to ensure efficient and compliant service Maintain up-to-date knowledge of financial markets, legislation, and best practices Manage your own diary while contributing to a collaborative team environment What We're Looking For Minimum Level 4 Diploma in Financial Planning (Chartered or working toward it preferred) Strong track record of ethical advice and client retention Broad technical knowledge across pensions, investments, protection, and tax planning Relationship-driven with excellent interpersonal and communication skills Self-motivated, with the ability to work independently and flexibly What's on Offer Established client book available immediately Full paraplanning, administration, compliance, and marketing support Competitive base salary in the range of £50,000-£70,000 depending on experience and qualifications Higher package negotiable for advisers who bring some clients Office-based Monday to Thursday, with flexibility to work from home on Fridays (Although for Advisors, when meeting clients etc, they are flexible) Client-facing flexibility and autonomy encouraged Long-term opportunities for leadership or equity participation A fully independent, FCA-regulated, and Chartered environment Location: Office-based in Meriden (with hybrid and client-facing flexibility) Employment Type: Full-time, employed role

Experienced Financial Planner - Warrington Area Equity Opportunity Shape the Future of a Growing, Independent Firm Salary negotiable to around £70K plus bonus and benefits An exciting opportunity has arisen to join a long-established, family-run firm of Financial Planners based in the Warrington area . With over 20 years of successful trading , a solid financial foundation, and £350 million of client funds under management , the business is now entering a new phase of strategic growth. Following two years of investment in refining their processes, proposition, and technology, they are now focused on organic growth and are seeking an experienced and entrepreneurial Financial Planner to join their team. About the Firm This highly respected firm delivers holistic financial planning services to private clients, with a particular focus on pre- and post-retirement advice. Their average client household holds approximately £1M in FUM , and services include investment management, pension planning, estate planning, trusts, tax planning, and cash flow modelling using Voyant . They also offer a comprehensive MPS solution and pride themselves on delivering truly personalised advice. The firm remains proudly independent, with no plans to join or sell to a consolidator . Instead, they are committed to long-term, sustainable growth through building strong, lasting client relationships and nurturing internal talent. The Role This is an outstanding opportunity for an experienced Financial Planner to take on a role that goes beyond advice delivery. As a senior hire, you will: Help drive new business growth and bring fresh energy to the firm's strategic ambitions Be introduced to warm opportunities via the firm's GPP Consultant , who manages several large Corporate Pension Schemes with strong potential for conversion to wealth clients Leverage existing solicitor and accountant relationships , with facilitated introductions Be supported to grow your own client bank, particularly if you are able to bring clients post-covenant , or have professional introducer connections Take a leadership role in the management team , helping shape the direction of the firm What's in it for You? A genuine opportunity to become part of a firm's long-term future, with clear equity potential for the right individual A strong, client-centric business with high retention and a solid reputation A team-focused, collaborative environment with a leadership team that values input and new ideas Full operational support, a modern tech stack, and a proposition built for scale About You Level 4 qualified as a minimum (Chartered status or progression towards it is desirable) Demonstrable experience advising HNW clients on holistic financial planning Ideally able to bring some clients or introducer relationships with you (post-covenant if applicable) Entrepreneurial and growth-minded, with a desire to take ownership and be part of something bigger Strong interpersonal and communication skills, with a passion for building long-term relationships This is more than just a job - it's a chance to build your future alongside a respected, independent firm with strong values and serious ambition.

Paraplanner - Award-Winning Financial Planning Firm Location: Newcastle (Hybrid - 2 days in-office, 3 days from home) Salary: £35,000 - £45,000 + Quarterly Bonuses + Comprehensive Benefits We're working on behalf of an award-winning, privately owned Independent Financial Planning and Investment Management firm to recruit a technically proficient Paraplanner to join their growing team in Newcastle . This firm operates at the top end of the industry with an outstanding reputation for quality and integrity. With over £5bn in client assets under management and 250+ staff across 10 UK offices , they've seen impressive growth and have exciting expansion plans for the years ahead. The Role As a Paraplanner, you'll work closely with a team of Chartered Financial Planners and Advisers to deliver top-tier technical support. This includes producing cash flow models, high-quality suitability reports, and acting as a key technical resource across the business. Key Responsibilities Analyse client data and conduct in-depth research on investments and financial products Build cash flow models and draft tailored suitability reports Develop solutions and make recommendations alongside advisers Support with tax calculations and financial planning strategy Respond to technical queries from colleagues and clients Participate in peer reviews, client meetings (when needed), and pod/team meetings Support training of team members and contribute to process improvements Requirements CII Level 4 Diploma in Regulated Financial Planning (minimum requirement) Working toward Chartered status or holding additional relevant qualifications is advantageous At least 3 years' experience in a paraplanning role Excellent written and verbal communication skills High attention to detail and ability to manage a busy workload Experience with tools such as Voyant, FE Analytics, and Curo is desirable Why Join? This firm offers a supportive and forward-thinking culture with low staff turnover , clear career progression pathways , and the flexibility to shape your future - whether that's progressing into an adviser role or growing as a senior technical expert. Benefits Basic salary up to £45,000 (depending on experience) Quarterly bonuses 28 days' holiday + bank holidays Pension scheme Private Medical Insurance (PMI) Group Income Protection & Life Cover Health cash plans Hybrid working model (2 days in-office, 3 days remote) Access to a flexible benefits platform If you're an experienced Paraplanner looking to join a high-performing team where your expertise will be truly valued, apply today to find out more.

Paraplanner Location: Wilmslow (flexible working - up to 4 days from home each week) Salary: Up to £45,000 per annum Hours: Full time 37.5 hours per week This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you'll play a key role in delivering high-calibre support to a team of experienced advisers. Based in Wilmslow, this position offers a flexible working pattern with the option to work from home up to four days per week. During your initial onboarding, more time in the office is encouraged to support your learning and integration with the team. Key Responsibilities: Prepare tailored suitability reports and technical documentation Conduct detailed research and analysis across pensions, investments, protection and estate planning Perform cashflow modelling and client risk profiling Liaise closely with advisers to shape and challenge recommendations Maintain accurate, compliant client records using industry-leading systems What We're Looking For: Level 4 Diploma in Financial Planning (essential) Strong background in an IFA or wealth management environment Comprehensive understanding of a wide range of financial planning areas Confident using systems such as Intelligent Office, FE Analytics, O&M Profiler and other research tools Highly organised, proactive and detail-driven What's on Offer: Salary up to £45,000 depending on experience Flexible working: up to 4 days per week from home 26 days holiday, plus bank holidays and your birthday off 5% flexible benefits allowance (covering private medical, income protection, additional holiday and more - not deducted from salary) Annual discretionary bonus based on personal and company performance This role is ideal for a motivated Paraplanner looking to step into a dynamic and supportive environment where they can develop and grow.

Paraplanner Location: Nottingham (flexible working - up to 4 days from home each week) Salary: Up to £45,000 per annum Hours: Full time 37.5 hours per week This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you'll play a key role in delivering high-calibre support to a team of experienced advisers. Based in Nottingham, this position offers a flexible working pattern with the option to work from home up to four days per week. During your initial onboarding, more time in the office is encouraged to support your learning and integration with the team. Key Responsibilities: Prepare tailored suitability reports and technical documentation Conduct detailed research and analysis across pensions, investments, protection and estate planning Perform cashflow modelling and client risk profiling Liaise closely with advisers to shape and challenge recommendations Maintain accurate, compliant client records using industry-leading systems What We're Looking For: Level 4 Diploma in Financial Planning (essential) Strong background in an IFA or wealth management environment Comprehensive understanding of a wide range of financial planning areas Confident using systems such as Intelligent Office, FE Analytics, O&M Profiler and other research tools Highly organised, proactive and detail-driven What's on Offer: Salary up to £45,000 depending on experience Flexible working: up to 4 days per week from home 26 days holiday, plus bank holidays and your birthday off 5% flexible benefits allowance (covering private medical, income protection, additional holiday and more - not deducted from salary) Annual discretionary bonus based on personal and company performance Aegon pension via auto-enrolment 3-month probation period 2-month notice period This role is ideal for a motivated Paraplanner looking to step into a dynamic and supportive environment where they can develop and grow.

Paraplanner - Flexible Hybrid Working Location: Glasgow (2 days WFH per week) Salary: £38,000 - £47,000 plus excellent company benefits Job Type: Full-time Permanent Hybrid working A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who is passionate about delivering outstanding client service and keen to develop their career in a dynamic, supportive environment. The Role As a Paraplanner, you'll play a key part in supporting advisers in delivering holistic financial planning. You'll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs. Key Responsibilities Preparing detailed suitability reports and technical research Supporting advisers with financial planning and strategy Liaising with clients and providers as required Maintaining up-to-date knowledge of financial products, legislation, and compliance standards About You Minimum of 3 years' paraplanning experience Level 4 Diploma qualified (Chartered or working towards it is highly desirable) Excellent written and verbal communication skills Meticulous attention to detail Strong analytical and problem-solving skills Experience with cashflow modelling software (desirable) What's on Offer Competitive salary of £38,000 - £47,000 depending on experience Company pension Group life cover and private healthcare Flexible hybrid working model (2 days from home per week) Opportunities for career development and further qualifications If you're an experienced Paraplanner looking to take the next step in your career within a forward-thinking and client-focused firm, this role offers the environment and support to help you thrive.

Paraplanner - Flexible Hybrid Working Location: Edinburgh (2 days WFH per week) Salary: £38,000 - £47,000 plus excellent company benefits Job Type: Full-time Permanent Hybrid working A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who is passionate about delivering outstanding client service and keen to develop their career in a dynamic, supportive environment. The Role As a Paraplanner, you'll play a key part in supporting advisers in delivering holistic financial planning. You'll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs. Key Responsibilities Preparing detailed suitability reports and technical research Supporting advisers with financial planning and strategy Liaising with clients and providers as required Maintaining up-to-date knowledge of financial products, legislation, and compliance standards About You Minimum of 3 years' paraplanning experience Level 4 Diploma qualified (Chartered or working towards it is highly desirable) Excellent written and verbal communication skills Meticulous attention to detail Strong analytical and problem-solving skills Experience with cashflow modelling software (desirable) What's on Offer Competitive salary of £38,000 - £47,000 depending on experience Company pension Group life cover and private healthcare Flexible hybrid working model (2 days from home per week) Opportunities for career development and further qualifications If you're an experienced Paraplanner looking to take the next step in your career within a forward-thinking and client-focused firm, this role offers the environment and support to help you thrive.