About the role We are working with a well-established, client-focused financial planning firm seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to become part of a professional and supportive environment where attention to detail and high-quality client service are key. You will play a vital role in supporting Financial Planners and ensuring the smooth processing of client business across a range of financial products and platforms. Key responsibilities Processing new business across pensions, investments, and protection cases Managing applications from submission through to completion Liaising with providers and platforms to obtain updates and resolve queries Maintaining accurate client records and updating internal systems Preparing documentation for client meetings and reviews Supporting advisers with day-to-day administrative tasks Ensuring all work is completed in line with compliance requirements About you A minimum of 2 years' experience working as an IFA Administrator or within financial services administration Strong experience with new business processing across multiple product types Exposure to asset management or investment platforms Comfortable working across a variety of provider systems and platforms High attention to detail and strong organisational skills Confident communicator with a professional and proactive approach What's on offer Competitive salary based on experience Flexible working with hybrid options (currently 1 day from home, increasing to 2) Supportive and collaborative working environment Opportunity to develop within a growing financial planning firm If you are looking to join a firm where your contribution is valued and you can build a long-term career in financial services, we would like to hear from you.
Mar 21, 2026
Full time
About the role We are working with a well-established, client-focused financial planning firm seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to become part of a professional and supportive environment where attention to detail and high-quality client service are key. You will play a vital role in supporting Financial Planners and ensuring the smooth processing of client business across a range of financial products and platforms. Key responsibilities Processing new business across pensions, investments, and protection cases Managing applications from submission through to completion Liaising with providers and platforms to obtain updates and resolve queries Maintaining accurate client records and updating internal systems Preparing documentation for client meetings and reviews Supporting advisers with day-to-day administrative tasks Ensuring all work is completed in line with compliance requirements About you A minimum of 2 years' experience working as an IFA Administrator or within financial services administration Strong experience with new business processing across multiple product types Exposure to asset management or investment platforms Comfortable working across a variety of provider systems and platforms High attention to detail and strong organisational skills Confident communicator with a professional and proactive approach What's on offer Competitive salary based on experience Flexible working with hybrid options (currently 1 day from home, increasing to 2) Supportive and collaborative working environment Opportunity to develop within a growing financial planning firm If you are looking to join a firm where your contribution is valued and you can build a long-term career in financial services, we would like to hear from you.
We are currently looking to speak with experienced Financial Planners who are interested in joining a well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice to clients across the UK. The firm provides a bespoke, holistic and fully independent service to private clients, families, charities, trustees and businesses. Their approach combines strong technical expertise with genuine attention to detail, delivered in a professional but personable way that helps build long-term client relationships. Due to continued growth, opportunities are available for Financial Planners based in the UK. These positions are particularly suited to advisers who already manage established client relationships or a transferable book of business , and who are looking to join a firm that can support their continued growth while maintaining high standards of advice. The Opportunity You will work within an experienced and supportive team, delivering holistic financial planning advice across areas such as investments, retirement planning, pensions and protection. The firm values a relationship-led approach to advice and places a strong emphasis on long-term client outcomes. Advisers who bring significant client equity or established client books will be particularly well suited to the role. What We're Looking For Qualified Financial Planner (Level 4 Diploma or equivalent as a minimum) Proven experience delivering holistic financial advice Ability to develop and maintain long-term client relationships An existing client bank or strong client following Professional, ethical and client-focused approach Package Salary dependent on experience and the level of business you bring to the firm Competitive bonus and remuneration structure Supportive and professional Chartered firm environment Opportunity to continue building and developing your client base If you are an experienced Financial Planner in the UK and would like to explore an opportunity within a respected Chartered firm, we would be pleased to have a conversation with you. Apply now or get in touch to learn more.
Mar 21, 2026
Full time
We are currently looking to speak with experienced Financial Planners who are interested in joining a well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice to clients across the UK. The firm provides a bespoke, holistic and fully independent service to private clients, families, charities, trustees and businesses. Their approach combines strong technical expertise with genuine attention to detail, delivered in a professional but personable way that helps build long-term client relationships. Due to continued growth, opportunities are available for Financial Planners based in the UK. These positions are particularly suited to advisers who already manage established client relationships or a transferable book of business , and who are looking to join a firm that can support their continued growth while maintaining high standards of advice. The Opportunity You will work within an experienced and supportive team, delivering holistic financial planning advice across areas such as investments, retirement planning, pensions and protection. The firm values a relationship-led approach to advice and places a strong emphasis on long-term client outcomes. Advisers who bring significant client equity or established client books will be particularly well suited to the role. What We're Looking For Qualified Financial Planner (Level 4 Diploma or equivalent as a minimum) Proven experience delivering holistic financial advice Ability to develop and maintain long-term client relationships An existing client bank or strong client following Professional, ethical and client-focused approach Package Salary dependent on experience and the level of business you bring to the firm Competitive bonus and remuneration structure Supportive and professional Chartered firm environment Opportunity to continue building and developing your client base If you are an experienced Financial Planner in the UK and would like to explore an opportunity within a respected Chartered firm, we would be pleased to have a conversation with you. Apply now or get in touch to learn more.
Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies The Benefits Salary up to £50k Quarterly bonus scheme based on company performance Pension 22 Holiday days + Christmas close Exam support Full-time, permanent position 37.5 hours per week Supportive and knowledgeable team environment Exposure to paraplanning and technical development Structured systems and clear processes Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Mar 17, 2026
Full time
Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies The Benefits Salary up to £50k Quarterly bonus scheme based on company performance Pension 22 Holiday days + Christmas close Exam support Full-time, permanent position 37.5 hours per week Supportive and knowledgeable team environment Exposure to paraplanning and technical development Structured systems and clear processes Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Experienced Financial Adviser Central London, hybrid working Up to £90,000 + bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash plan Full support towards professional qualifications Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams Apply If this sounds like the right move for you, apply today with your CV and contact details - the process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser
Mar 17, 2026
Full time
Experienced Financial Adviser Central London, hybrid working Up to £90,000 + bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash plan Full support towards professional qualifications Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams Apply If this sounds like the right move for you, apply today with your CV and contact details - the process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Oct 09, 2025
Full time
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
