Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £50,000 (slight flexibility for someone Chartered) 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Paraplanner looking for more autonomy and flexibility, please apply now.
Aug 08, 2026
Full time
Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £50,000 (slight flexibility for someone Chartered) 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Paraplanner looking for more autonomy and flexibility, please apply now.
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Aug 08, 2026
Full time
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Financial Adviser - Newark or Grantham office existing client bank + legal referral network + hybrid flexibility + career development + established brand Are you an experienced Financial Adviser looking to join one of the East Midlands' most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships? This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You'll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients. You'll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm's Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues. The Role: Manage and develop an existing portfolio of wealth management clients Deliver tailored advice across Investments, Pensions and Inheritance Tax Planning Conduct annual and ongoing client reviews in line with service agreements Build strong relationships with Partners and Fee Earners to generate new client opportunities Research the market and provide compliant, suitable financial planning recommendations Maintain accurate client records using the firm's case management system Ensure all advice is delivered in line with FCA regulations and internal compliance procedures Provide an exceptional level of client service while identifying opportunities to grow relationships The Person: Experienced Financial Adviser with proven client-facing experience Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Strong knowledge of Investments, Pensions and Inheritance Tax Planning Excellent relationship-building and communication skills Comfortable developing new business alongside servicing existing clients Highly organised with a strong understanding of regulatory and compliance requirements Full UK Driving Licence with willingness to travel between offices where required Benefits: Competitive salary dependent on experience Access to an established referral network through a Top 200 law firm Opportunity to work with an existing client base while developing new business Strong administrative and compliance support Career development within a respected and growing Wealth Management team Collaborative professional services environment Primarily based across Grantham and Newark offices with flexibility where appropriate Join one of the East Midlands' longest-established and most respected legal and financial services firms This role would suit an experienced Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner looking to join a reputable business offering high-quality referrals, long-term career prospects and the opportunity to provide truly holistic financial advice.
Aug 08, 2026
Full time
Financial Adviser - Newark or Grantham office existing client bank + legal referral network + hybrid flexibility + career development + established brand Are you an experienced Financial Adviser looking to join one of the East Midlands' most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships? This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You'll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients. You'll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm's Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues. The Role: Manage and develop an existing portfolio of wealth management clients Deliver tailored advice across Investments, Pensions and Inheritance Tax Planning Conduct annual and ongoing client reviews in line with service agreements Build strong relationships with Partners and Fee Earners to generate new client opportunities Research the market and provide compliant, suitable financial planning recommendations Maintain accurate client records using the firm's case management system Ensure all advice is delivered in line with FCA regulations and internal compliance procedures Provide an exceptional level of client service while identifying opportunities to grow relationships The Person: Experienced Financial Adviser with proven client-facing experience Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Strong knowledge of Investments, Pensions and Inheritance Tax Planning Excellent relationship-building and communication skills Comfortable developing new business alongside servicing existing clients Highly organised with a strong understanding of regulatory and compliance requirements Full UK Driving Licence with willingness to travel between offices where required Benefits: Competitive salary dependent on experience Access to an established referral network through a Top 200 law firm Opportunity to work with an existing client base while developing new business Strong administrative and compliance support Career development within a respected and growing Wealth Management team Collaborative professional services environment Primarily based across Grantham and Newark offices with flexibility where appropriate Join one of the East Midlands' longest-established and most respected legal and financial services firms This role would suit an experienced Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner looking to join a reputable business offering high-quality referrals, long-term career prospects and the opportunity to provide truly holistic financial advice.
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 08, 2026
Full time
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
Aug 07, 2026
Full time
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
Chartered Financial Planner Bath Hybrid £70,000 + Starting Package + Existing Client Bank An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business. Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships. The Opportunity This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path. You'll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales. What We're Looking For Chartered Financial Planner status (essential) Proven experience providing holistic financial planning advice Strong relationship management skills Ability to build trust and maintain long-term client relationships A client-focused approach with excellent communication skills Someone looking for a long-term opportunity within an established business What's on Offer £70,000+ starting package depending on experience Existing client bank provided Full administrative support Dedicated Paraplanning support Hybrid working options Long-term earning potential through inherited and self-generated business Genuine career progression within a growing Financial Planning group Supportive and collaborative culture focused on professional development If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we'd love to hear from you.
Aug 07, 2026
Full time
Chartered Financial Planner Bath Hybrid £70,000 + Starting Package + Existing Client Bank An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business. Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships. The Opportunity This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path. You'll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales. What We're Looking For Chartered Financial Planner status (essential) Proven experience providing holistic financial planning advice Strong relationship management skills Ability to build trust and maintain long-term client relationships A client-focused approach with excellent communication skills Someone looking for a long-term opportunity within an established business What's on Offer £70,000+ starting package depending on experience Existing client bank provided Full administrative support Dedicated Paraplanning support Hybrid working options Long-term earning potential through inherited and self-generated business Genuine career progression within a growing Financial Planning group Supportive and collaborative culture focused on professional development If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we'd love to hear from you.
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Aug 07, 2026
Full time
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance. The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships. There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly. Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning. Key Responsibilities Research & analysis for planners Producing financial plans & suitability reports Preparing documentation for recommendations Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight Handling technical client/provider queries Supporting advisers with complex planning cases Requirements Level 4 Diploma (minimum) 18 months+ paraplanning experience Strong technical knowledge (pensions, investments) Excellent report writing & market research skills Experience working with HNW clients High accuracy, strong communication, able to work independently Benefits £35,000-£45,000 + bonus up to 15% 27 days holiday + bank holidays + birthday off 7% employer pension Private medical, healthcare & life insurance Training & qualification support (advanced/Chartered) Free parking Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance. The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships. There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly. Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning. Key Responsibilities Research & analysis for planners Producing financial plans & suitability reports Preparing documentation for recommendations Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight Handling technical client/provider queries Supporting advisers with complex planning cases Requirements Level 4 Diploma (minimum) 18 months+ paraplanning experience Strong technical knowledge (pensions, investments) Excellent report writing & market research skills Experience working with HNW clients High accuracy, strong communication, able to work independently Benefits £35,000-£45,000 + bonus up to 15% 27 days holiday + bank holidays + birthday off 7% employer pension Private medical, healthcare & life insurance Training & qualification support (advanced/Chartered) Free parking Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+) Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000-£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused , offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads . Unlike many trainee adviser roles, this firm provides: All client leads - new and existing Uncapped bonuses with zero minimum threshold A transparent, fully funded route to Competent Adviser Status (CAS) Hybrid working A strong base salary from day one This is a boutique environment where you're supported closely by advisers, paraplanners and compliance - ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview This hybrid role bridges technical paraplanning and client-facing financial advice , giving you a structured pathway to becoming a fully qualified adviser. You'll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support What We're Looking For Strong background within an IFA environment Experience drafting complex suitability reports Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion Based within a commutable distance of Buxton Excellent communication skills & emotional intelligence Genuine ambition to build a long-term advisory career What You'll Receive £38,000-£42,000 starting salary OTE £65,000+ (uncapped, zero threshold bonuses) £48,000 base salary upon achieving CAS BUPA private health cover Company pension scheme Full funding for all exams & study materials All client leads provided (new & existing) Hybrid working Supportive, local firm with clear progression Interested? If you're ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+) Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000-£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused , offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads . Unlike many trainee adviser roles, this firm provides: All client leads - new and existing Uncapped bonuses with zero minimum threshold A transparent, fully funded route to Competent Adviser Status (CAS) Hybrid working A strong base salary from day one This is a boutique environment where you're supported closely by advisers, paraplanners and compliance - ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview This hybrid role bridges technical paraplanning and client-facing financial advice , giving you a structured pathway to becoming a fully qualified adviser. You'll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support What We're Looking For Strong background within an IFA environment Experience drafting complex suitability reports Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion Based within a commutable distance of Buxton Excellent communication skills & emotional intelligence Genuine ambition to build a long-term advisory career What You'll Receive £38,000-£42,000 starting salary OTE £65,000+ (uncapped, zero threshold bonuses) £48,000 base salary upon achieving CAS BUPA private health cover Company pension scheme Full funding for all exams & study materials All client leads provided (new & existing) Hybrid working Supportive, local firm with clear progression Interested? If you're ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 45,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience
Oct 07, 2025
Full time
A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 45,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience
An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Nottingham areas with immediate effect due to expansion. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to large corporates and SME's alike as well as public sector based organisaitons. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. This is a growing business nationally An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Nottingham areas - apply asap
Oct 07, 2025
Full time
An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Nottingham areas with immediate effect due to expansion. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to large corporates and SME's alike as well as public sector based organisaitons. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. This is a growing business nationally An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Nottingham areas - apply asap
A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 40,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience
Oct 07, 2025
Full time
A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 40,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience
Self-Employed Independent Financial Adviser (IFA) Location: Surrey Earnings: Negotiable based on experience and client bank Job Type: Self-Employed Full-time Job Description A respected and growing financial planning firm in Surrey is looking to partner with a Chartered Independent Financial Adviser on a self-employed basis . This is a fantastic opportunity for an experienced adviser seeking autonomy, high-quality support, and access to a well-established client base. What We're Looking For Chartered IFA Proven experience in an IFA role, ideally self-employed Self-motivated and entrepreneurial mindset Strong client relationship and communication skills Ability to work independently while being part of a collaborative team Why Partner With Us? Flexible earnings - negotiable based on experience and client base High-quality inbound leads from the region's leading estate agency group Supportive infrastructure - admin, paraplanning, and compliance Not a corporate - more autonomy and personal touch Opportunity to grow your client bank Collaborative team culture Apply today to explore a self-employed IFA opportunity with a firm that values independence, quality, and long-term growth.
Sep 24, 2025
Full time
Self-Employed Independent Financial Adviser (IFA) Location: Surrey Earnings: Negotiable based on experience and client bank Job Type: Self-Employed Full-time Job Description A respected and growing financial planning firm in Surrey is looking to partner with a Chartered Independent Financial Adviser on a self-employed basis . This is a fantastic opportunity for an experienced adviser seeking autonomy, high-quality support, and access to a well-established client base. What We're Looking For Chartered IFA Proven experience in an IFA role, ideally self-employed Self-motivated and entrepreneurial mindset Strong client relationship and communication skills Ability to work independently while being part of a collaborative team Why Partner With Us? Flexible earnings - negotiable based on experience and client base High-quality inbound leads from the region's leading estate agency group Supportive infrastructure - admin, paraplanning, and compliance Not a corporate - more autonomy and personal touch Opportunity to grow your client bank Collaborative team culture Apply today to explore a self-employed IFA opportunity with a firm that values independence, quality, and long-term growth.
Mortgage & Protection Advisor - Stroud Location: Gloucestershire Salary: £30,000 - £40,00 (DOE) Realistic OTE: £60,000+ Job Type: Permanent Full-time Job Description We're looking for a CeMAP-qualified Mortgage & Protection Advisor with at least 12 months of experience to join a thriving estate agency group in Gloucestershire. With multiple branches and the highest property sales in the region, this is a fantastic opportunity to work with high-quality inbound leads and a low validation target of just £3.5k. You'll be part of a supportive, non-corporate team with a clear progression pathway and access to ongoing training and CPD. What We're Looking For CeMAP qualified (essential) 12+ months experience in mortgage advice Confident, self-sufficient, and client-focused Strong communication and sales skills Why Join? £30k+ base salary (DOE) Realistic OTE of £60k+ Low validation target - £3.5k High-quality inbound leads 25 days holiday bank holidays Standard pension scheme Full training programme and ongoing CPD Clear progression pathway to Senior Advisor and beyond Supportive, non-corporate environment Interview Process: Two-stage, face-to-face interviews with quick turnaround available Apply today to take the next step in your mortgage advisory career with a leading estate agency.
Sep 24, 2025
Full time
Mortgage & Protection Advisor - Stroud Location: Gloucestershire Salary: £30,000 - £40,00 (DOE) Realistic OTE: £60,000+ Job Type: Permanent Full-time Job Description We're looking for a CeMAP-qualified Mortgage & Protection Advisor with at least 12 months of experience to join a thriving estate agency group in Gloucestershire. With multiple branches and the highest property sales in the region, this is a fantastic opportunity to work with high-quality inbound leads and a low validation target of just £3.5k. You'll be part of a supportive, non-corporate team with a clear progression pathway and access to ongoing training and CPD. What We're Looking For CeMAP qualified (essential) 12+ months experience in mortgage advice Confident, self-sufficient, and client-focused Strong communication and sales skills Why Join? £30k+ base salary (DOE) Realistic OTE of £60k+ Low validation target - £3.5k High-quality inbound leads 25 days holiday bank holidays Standard pension scheme Full training programme and ongoing CPD Clear progression pathway to Senior Advisor and beyond Supportive, non-corporate environment Interview Process: Two-stage, face-to-face interviews with quick turnaround available Apply today to take the next step in your mortgage advisory career with a leading estate agency.
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
Sep 24, 2025
Full time
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
