Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
May 13, 2026
Full time
Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.
Oct 08, 2025
Full time
Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
