mbf.

Location: Central London Salary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients. The Role As a Financial Planning Administrator , you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include: Handling core administrative tasks to ensure smooth client service. Assisting with detailed and technically challenging cases. Engaging in some client-facing activities. This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development. Who They're Looking For Applications are welcomed from individuals at varying levels of experience: Graduates with at least one year of relevant experience in financial services. Experienced Administrators with two or more years of relevant expertise. Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator. Why Join? The firm is committed to creating a supportive and dynamic work environment. They offer: Hybrid Working: Split your week between office (3 days) and home (2 days). Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell. What's on Offer? Competitive salary: £35,000-£40,000 (flexible for experienced candidates). Performance-based bonus and a comprehensive benefits package. Ongoing professional development and progression opportunities. If you're looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.

A rapidly growing financial planning fintech firm, is seeking a Wealth Planning Associate to join their team. This is an excellent opportunity for an ambitious individual with experience in financial planning who is looking for a clear, structured route into advice and long-term career progression. The Role: The Wealth Planning Associate will act as a subject matter expert and escalation point within the Client Services team, playing a key role in delivering a seamless and personalised service to clients. Key responsibilities include: Executing account transfers, managing escalations, and liaising with clients and providers to strict SLAs. Acting as a key liaison for client cash movements and private equity capital calls. Leading on invoicing and fund collection, including complex payment resolutions. Ensuring client data accuracy and GDPR compliance, including data remediation projects. Handling complex client communications, maintaining a one-business-day response time. Candidate Profile: The ideal candidate will bring 12-24 months' experience within financial services, ideally in financial planning, client services, or paraplanning. They will also have: Progress towards relevant professional qualifications (CII or similar). Strong interpersonal and communication skills. A detail-oriented and solutions-focused approach. The ambition to progress into an advisory role within financial planning. Package & Benefits: Salary up to £34,000 25 days annual leave (with flexibility for appointments and personal commitments) Private Medical Insurance plus wellness perks such as discounted gym memberships and rewards Hybrid working - 3 days from home per week Pension contributions and family-friendly benefits Regular team socials and an inclusive, supportive culture A structured training and exam plan, with a clear route to advice within 12-18 months This is a fantastic opportunity for a motivated financial planning professional to take the next step in their career with a firm that offers genuine progression and development opportunities.

We are urgently seeking experienced Senior Paraplanners for an initial 5-month fixed-term contract, available for immediate start. This is a fully remote position with a competitive salary range of £50,000-£60,000, depending on experience. Key Responsibilities: Produce high-quality, compliant suitability reports and client documentation Collaborate with Financial Planners on complex cases, providing technical support and recommendations Perform in-depth research and cashflow modelling to support tailored financial planning strategies Ensure documentation and records meet FCA and company compliance standards Support and mentor less experienced paraplanning staff; act as a subject matter expert Attend client meetings when required, contributing to an exceptional client experience What We're Looking For: Ideally 5+ years of paraplanning experience Diploma in Financial Planning (minimum); working towards Chartered status is advantageous Strong technical knowledge of financial products, platforms, and FCA regulations High attention to detail and strong communication skills Proven ability to manage multiple priorities in a fast-paced, remote environment Why Apply? Immediate start with no onboarding delay Fully remote - work from anywhere in the UK Opportunity to make a meaningful impact within a high-performing team Excellent exposure to high-net-worth client planning scenarios If you're a capable Senior Paraplanner ready to hit the ground running, we'd love to hear from you.

Are you an experienced Associate Wealth Planner ready for your next step, working directly with one of the industry's most respected figures? This is a rare opportunity to join a high-performing team advising Ultra High Net Worth clients across international and UK markets.Our client, a boutique wealth management firm managing upwards of £3bn in assets under management (AUM) is looking for an Associate Wealth Planner to support a Founding Partner in delivering best-in-class advice and service to sophisticated clients. You'll play a key role in client meetings, portfolio planning, and overall relationship management, with a clear path to a Wealth Manager position over time What's on Offer: Salary: £62,000 - £70,000 (Flexible) Bonus: Very competitive Benefits: Excellent package including private healthcare, pension, and more Hybrid Working: 3 days in-office, 2 from home (flexible based on needs) Location: Central London Key Responsibilities: Attend and actively participate in client meetings alongside the Partner Prepare financial plans, rebalance reports, and investment summaries Deliver a seamless client experience through exceptional planning and execution Maintain up-to-date, compliant client records in CRM and manage documentation Liaise with platforms and service providers to support investment processes Provide ad hoc client reporting, including CGT calculations and performance updates Support client onboarding and ongoing relationship management Ideal Candidate Profile: Minimum 5 years' experience in a wealth/investment management role Chartered or Certified Financial Planner or CISI Level 6 Experience working with UHNW clients Proficient in CRM systems and Microsoft Office, especially Excel Strong analytical and communication skills, both written and verbal Exceptional attention to detail and ability to manage multiple priorities A proactive, team-oriented mindset with a commitment to personal development This is not just another planning role, it's an opportunity to build your career under the mentorship of a senior industry leader, gain exposure to complex client scenarios, and transition into a client-facing Wealth Manager role.

A leading, forward-thinking wealth management firm based in Finchley, North London, is seeking three Paraplanners to join their growing team. This expansion follows a recent joint venture with a major European partner, focused on modernisation and growth. The firm currently manages £1.4 billion in client assets and employs around 150 staff, offering a strong platform for progression and development. Three current Paraplanners have recently moved into advisory roles - creating opportunities for those with similar aspirations or for those who want to build a long-term Paraplanning career. About the Role: You will play a key part in supporting Financial Advisers across all areas of financial planning including pensions, investments, protection, and estate planning. This is a fantastic opportunity for someone looking to deepen their technical skills or prepare for the transition into an advisory role. Key Responsibilities: Prepare detailed suitability reports across a wide range of advice areas Conduct research into products, funds, and platforms to support client recommendations Assist advisers with cashflow modelling and client reviews Manage the advice process using X-Plan (training provided if required) Liaise with clients, providers, and internal teams to ensure a seamless client experience Keep up to date with regulations and ensure all advice is compliant Requirements: Close to or already attained DipPFS (or equivalent) Demonstrated experience in suitability report writing Familiarity with X-Plan is a plus but not essential Strong organisational and communication skills Ambition to grow professionally within a supportive and modern business What's on Offer: Hybrid working model (typically 2-3 days per week in-office) Supportive leadership and a collaborative culture Competitive salary with bonus and full benefits Clear progression path - whether into advice or technical Paraplanning Access to advanced tools, training, and mentoring If you're a motivated Paraplanner ready for your next challenge in a growing, modern firm, apply today to find out more.

Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We're recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing. This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working. The Opportunity Develop and maintain a portfolio of new and existing clients. Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning. Build and nurture a network of internal and external introducers. Collaborate closely with colleagues to deliver a seamless client experience across services. Identify new business opportunities and contribute to wider strategic growth goals. Why Apply? Base salary up to £75,000, with flexibility depending on experience. Bi-annual salary reviews recognising contribution and performance. Excellent bonus structure and growth potential. Highly flexible hybrid working to support work-life balance. 28 days' annual leave, including 3 days off at Christmas. Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme. Support for CPD, professional memberships, and long-term career development. Be part of an inclusive, supportive culture where your voice matters. What We're Looking For Chartered Financial Planner (CII) or higher. CAS and SPS are essential. Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business. Excellent communication, presentation, and problem-solving skills. Strong technical knowledge of financial planning products, funds, pensions, and markets. Organised, detail-oriented, and able to manage multiple priorities.

An excellent opportunity has arisen for an experienced Paraplanner to join an award-winning financial advisory firm based in the City of London. This firm prides itself on offering a collaborative, friendly, and professional working environment, recognised for its positive workplace culture. This role is ideal for a technically skilled Paraplanner looking to enhance their expertise, with a unique opportunity to achieve CAS sign-off within 12 months for those who wish to progress into an advisory role. However, the firm is equally open to individuals who prefer to remain in a dedicated paraplanning position. Key Responsibilities: Provide full technical and planning support to Financial Advisers. Conduct research and analysis to develop tailored financial solutions. Prepare detailed financial plans, suitability reports, and client documentation. Attend client meetings to support advisers and enhance client relationships. Liaise with the Client Support team to ensure accurate record-keeping. Keep up to date with legislation, compliance requirements, and investment strategies. Maintain and develop technical knowledge across financial products, tax planning, and market trends. Key Requirements: DipPFS qualified (Level 4 Diploma in Financial Planning). A minimum of 1-2 years' paraplanning experience. Strong technical knowledge of financial planning, tax, and investment products. Excellent written and verbal communication skills. Proven ability to produce high-quality reports and recommendations. Proficiency with financial planning software such as Voyant, FE Analytics, and Adviser Office is beneficial. The Package: Salary: £45,000 - £50,000 (dependent on experience). Performance-based bonus and comprehensive benefits package. Hybrid working policy, offering flexibility to support work-life balance. This is a fantastic opportunity for a motivated and detail-oriented Paraplanner to join a well-established firm that truly values its employees. Whether you aspire to move into an advisory role or prefer to specialise in technical paraplanning, this position offers long-term career development and professional growth within a highly respected financial planning business.

One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for clients, collaborating with the Client Services team and product providers. Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records. Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates. Serve as the primary contact for clients when appropriate. Responsibilities: Meet the company's documentation standards with a focus on high accuracy. Support Wealth Planners in submitting cases to the paraplanning team. Handle finance queries, including invoices, billing, WIP, and commissions. Produce accurate Service Agreements when required. Demonstrate flexibility in supporting different key partners and stakeholders across the business. Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow. Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes. Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries. Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances. Meet and greet clients at respective locations. Manage client correspondence, post, and prepare letters of authority for signing. Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion. Candidate Requirements: Must Full understanding of the end-to-end Financial Planning process and have will have worked in a Financial Planning support capacity for 3+ years Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired). Proficient in Microsoft Office/Outlook, with strong numerical skills. Regulatory awareness and compliance understanding. Excellent customer service, interpersonal, and communication skills. Strong attention to detail, accuracy, and organizational skills. Ability to prioritize tasks effectively and work collaboratively with colleagues. On Offer: Salary £38,000 - £46,000 Exceptional Benefits inc Pension, PHI, PMI, IP, DIS Discretionary Bonus Hybrid working (3 days in office) This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year. They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.

We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK's leading wealth managers, managing £15 billion in client funds. Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant. The ideal candidate will: Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status. Have a minimum of 3-4 years' experience in a similar role. Demonstrate a strong understanding of the financial planning process and associated compliance requirements. Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time. Possess experience in report writing and be technically proficient across all areas of financial planning. Be skilled in using financial planning tools, financial modeling, and back-office software. Thrive in a team environment and be confident in interacting with clients and providers. Act as a main point of contact, effectively handling technical queries from clients and other stakeholders through excellent communication skills. Role Highlights: This position is within the International team, which now manages $1 billion in client funds. The team works with clients who typically have a minimum of £3 million in investable assets, with cases often involving international elements. The firm has the necessary authorizations to provide advice across Europe, Asia, and the US, offering clients a one-stop shop for managing their funds globally.This role offers the chance to work on complex, high-level cases and build expertise in this specialist area. There's also a strong emphasis on client interaction, which sets it apart from many paraplanning roles. One current Paraplanner shared that they've experienced a significant step-up in the level of responsibility and client engagement compared to previous roles. Package: The base salary is in the region of £50,000 - £55,000, with discretionary bonuses. The benefits package is comprehensive and includes excellent longer career development opportunities. Hybrid working is 3 days in the office and 2 from home. This is a great fit for someone who is hardworking, ambitious, and confident in developing relationships with high-net-worth clients. The firm rarely sees turnover, highlighting its strong culture and supportive environment for those looking to advance their careers in wealth planning.

A forward-thinking financial planning firm is dedicated to creating a highly flexible and relaxed working environment. They focus on providing exceptional service to their clients while ensuring a unique and positive experience for all employees. Their office is located on Lombard Street in the City, with a strong emphasis on work-life balance. Role Overview The firm is seeking a passionate and service-focused Financial Planner to join their team. This role is purely service-oriented with no sales targets, allowing the successful candidate to concentrate fully on client care and relationship building. The Financial Planner will support the director in servicing an extensive client base and helping them achieve their financial goals. Key Responsibilities: Manage and service a book of clients, ensuring they receive top-quality financial advice and support. Build and maintain strong relationships with clients, helping them stay on track to meet their financial objectives. Work closely with a friendly back-office team to provide seamless client service. Maintain high standards of compliance and client care. Conduct regular reviews and updates of client financial plans. Prepare detailed financial plans and reports for clients. Stay updated with financial regulations and market trends to provide current and accurate advice. Identify and address clients' financial planning needs, including retirement, investment, and estate planning. Why Join the Team: Flexibility: Office presence is required only one day per week, with bespoke hours available for those with family commitments. Can work around school runs an school holidays Work-Life Balance: The company prioritizes carving out time for home as well as work. Supportive Environment: A safe, supportive, and motivating workplace where employees can thrive. Compensation and Benefits: Salary: £58,000 Pension: 8% employer contribution Private Medical Insurance (PMI) after one year of service Discretionary bonus of up to 10% Ideal Candidate: Motivated and Kind: Driven, kind, and eager to contribute positively to the practice. Client-Centric: Dedicated to providing the best possible service and care to clients. Team Player: Enjoys working collaboratively with a friendly team to achieve common goals. Join a workplace that values flexibility, balance, and exceptional client service as a Champion Adviser. The firm looks forward to welcoming a new team member who will help clients achieve their financial goals in a supportive and flexible environment.

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between London and Essex. About the Role: As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time. You will be responsible for providing expert financial planning services to clients, ensuring their needs are met with the utmost professionalism and care. Key Responsibilities: Take over and manage an existing book of clients valued at £60m-£70m. Utilize your network and connections to expand the client base and increase revenue. Deliver exceptional financial planning services and maintain high service standards. Stay updated on market trends, particularly within professional practice. Collaborate with team members, delegate tasks, and communicate effectively. Conduct client reviews and implement marketing initiatives to drive business growth. Manage client database and liaise with providers to ensure smooth operations. Adhere to compliance and professional standards of the firm. Essential Requirements: Previous experience in wealth planning private client services. Strong interpersonal and communication skills. Commercial mindset with a solutions-oriented approach. Minimum of 5 years' experience working within a financial planning advice capacity. Chartered Financial Planner Qualification or Equivalent preferred. Proficiency in MS Office Suite (Word / Excel / PowerPoint) and Outlook. If you are an experienced Financial Planner seeking to work within an agile and client focussed working environment alongside likeminded individuals, within a company who can offer excellent bonus incentives, please do apply.

Are you a seasoned financial professional seeking an exciting opportunity in the FinTech sector? We have an outstanding position available for a Wealth Adviser with a leading FinTech company. This role presents a unique chance to join a rapidly growing organization that is reshaping the landscape of personal finance. About the Company: Our client is a dynamic and innovative FinTech company committed to transforming how individuals and families manage their finances. With a focus on transparency and efficiency, they are revolutionizing the traditional approach to personal finance. Team Overview: As a Wealth Adviser, you will be part of a collaborative and forward-thinking team dedicated to providing top-notch financial advice and solutions. You will have the opportunity to work with sophisticated Ultra High Net Worth (UHNW) clients from various industries, contributing to their financial success and well-being. The Role: Develop and maintain strong relationships with clients to understand their financial objectives and life goals. Design and implement tailored Financial Life Strategies to meet the unique needs of each client. Provide ongoing support and advice to clients, addressing queries and adapting strategies as needed. Collaborate with internal teams to leverage technology and innovative solutions to enhance client outcomes. Represent the company at exclusive events and engagements, showcasing our commitment to excellence. Requirements/Technical Skills: Chartered certificate and regulated by the FCA to provide financial advice. Extensive experience in advising High Net Worth (HNW) and UHNW clients, preferably with 5+ years in the industry. Proficiency in tax planning and cash-flow modeling for affluent clientele. Personal Attributes: Warm and personable with excellent relationship-building skills. Proactive and solutions-oriented approach to client interactions. Detail-oriented with the ability to handle complex client needs. Collaborative team player with a passion for innovation. Benefits: Flexible working arrangements to support work-life balance. Generous annual leave allowance for personal time off. Regular team social events to foster camaraderie and relaxation. Support for mental and physical well-being through fitness classes and wellness programs. Competitive salary package and opportunities for professional growth. This is a rare opportunity to join a pioneering FinTech company and play a key role in shaping the future of personal finance. If you are a motivated and experienced financial professional looking for a new challenge, we want to hear from you.

One of the UK's leading Wealth Management firm is seeking to recruit a CF30 Paraplanner to work closely with their extensive book of Private Clients. You will join a dynamic team responsible for analysing prospective client portfolios and providing regulated financial advice. Reporting to the Team Leader, your main responsibilities will include formulating asset allocation recommendations and writing suitability reports. Key Responsibilities: Assess prospective client portfolios to determine suitable asset allocation recommendations Review and develop financial plans for clients with specialized needs Evaluate pension and investment bond arrangements for transfer suitability Provide training to other team members as needed Contribute to projects aimed at improving team efficiency Ensure compliance with regulatory requirements for providing financial advice Requirements: Bachelor's degree or equivalent experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferred Minimum 3 years of experience in financial services Strong organizational and time-management skills Ability to work well under pressure in a fast-paced environment Excellent understanding of financial planning principles and client suitability On Offer: Salary in region of £50,000 - £60,000 28 days holiday plus option to buy further days Bi-annual bonus Enhanced maternity pay package Retirement pension plan with company contributions Gym subsidy and emotional well-being services Ongoing training and career development opportunities Hybrid working An excellent opportunity to join a prestigious name in the wealth management sector who can offer stability and genuine longer term career development opportunities.

About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry. Job Description: We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individual with 1-2 years of client-facing experience who is working towards (or already attained) chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market. Key Responsibilities: Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients. Foster and maintain strong client relationships, ensuring the achievement of their financial objectives. Conduct thorough financial reviews and analysis, offering expert guidance to clients. Stay updated on industry trends and regulations to provide the most effective solutions to clients. Qualifications and Skills: 1-2 years of client-facing experience in wealth management or a related field. A DipPFS qualification is mandatory, with a commitment to pursuing chartered status. Exceptional interpersonal and communication skills. Strong analytical capabilities and attention to detail. A genuine passion for the financial industry and a drive for excellence. Benefits: On Offer: Competitive salary ranging from £55,000 to £70,000 per annum. Performance-based bonus structure. Comprehensive benefits package. Flexible working arrangements to support work-life balance. Exciting prospects for long-term career development within a reputable organization. An excellent opportunity to join this prestigious organisation and embark on a fulfilling journey in the world of wealth management. Be part of a team dedicated to helping clients achieve their financial goals at the highest level of the market.

Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market. We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over £500 million in client funds under management, we take pride in delivering a top-tier working environment and a client-centric approach that emphasizes service and lifestyle. Why Join Our Team? Company Culture: Our team embodies professionalism, collaboration, and sociability. Hybrid Working Model: Our innovative hybrid workweek, from Monday to Thursday in the office and Fridays from home, fosters a positive and productive work environment for all. Career Development: While we don't prescribe a rigid career path, we actively promote the advancement of high-caliber individuals. Many of our team members, including our Head of Account Management, began in standard support roles and have risen through the ranks. The Role: Account Manager We are in search of an Account Manager to join our team. This role is essentially a financial planning position, working closely alongside one of our FP Directors. If you are a professional, a dedicated team player, and enjoy a social work environment, you may be an ideal fit for our team. Key Responsibilities: Collaborate closely with FP Directors to provide exceptional financial planning services. Cultivate and maintain strong client relationships within our niche market. Assist in managing client funds and investments. Continuously develop your financial planning skills. Qualifications and Benefits: Salary Range: £34,000 to £40,000 Attractive bonus structure 25 days of annual leave 5% matched pension Private medical insurance and more If you are enthusiastic about contributing your expertise to a thriving team and helping our clients achieve their financial goals, we encourage you to apply. Join our journey and become part of an exciting endeavor in the world of financial advisory.

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified. The business specialises in providing advice to HNW individuals - The average client will have £600/£700k of investable assets. The client is looking to recruit an ambitious & motivate individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure. These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so). All leads are generated and qualified via the company's own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously. Package Basic salary of £60,000 Excellent bonus scheme - paid both monthly & annually To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors are earning £400-£500k+ Travel expenses paid for by the company. Great company benefits package including: up to 14% pension contribution, medical cover, Dental cover, gym subsidy, season ticket loan etc We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets etc.

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.