Financial Divisions

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do Produce clear, compliant suitability reports & recommendations Carry out in-depth technical research on pensions, investments & tax planning Build and analyse cashflow models Partner closely with IFAs to influence client advice Keep up to date with legislation, regulation & product developments Play a hands-on role in annual reviews & long-term planning What You'll Bring Experience as a Paraplanner or IFA Administrator (essential) Diploma Level 4 (or working towards) Strong technical knowledge of pensions, investments & protection Excellent written communication and attention to detail Proactive, growth-oriented mindset - and an eye on the move to advice Why This Firm? Defined pathway to IFA - mentoring, shadowing & structured progression Full study support, CPD & professional development Salary up to £50,000 + bonus + benefits Hybrid working & flexible hours (full-time or part-time) Inclusive, values-led culture with social team spirit Recognition based on drive & ambition, not just years served Ready to Take the Step This isn't "just another Paraplanner job." It's your route to a long-term career in financial advice with a firm that backs your ambitions. Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626 .

Career Paraplanner - Tonbridge - Kent Salary: Up to £50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications. If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you. You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base. Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection-often with clients approaching or in retirement. You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed. Requirements: Minimum 2 years' paraplanning experience within an IFA practice Strong technical knowledge: pensions, investments, estate planning, protection Experience supporting HNW clients (retirement planning, wealth management) Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred) Competence with cashflow modelling and technical analysis software Solid understanding of FCA regulatory requirements and compliance Level 4 Diploma in Financial Planning (preferred, not essential) You're proactive, detail-oriented, organised and collaborative. You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes. What's on Offer: Clear career progression to Senior Paraplanner with defined pathway One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience) Firm-funded professional training and exam costs Small, supportive team environment Competitive salary up to £50,000 Send your CV to Jo at Financial Divisions.

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.

Junior Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.

Independent Financial Adviser Up to £80k basic salary plus bonus Near Guildford/Godalming 2 - 3 years advising experience needed Bonuses paid once you've achieved 1.5 x salary in all fees My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest. The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off. Following a recent acquisition (the business targets 1 acquisition per year) this role will be to manage a portion of the exisiting client bank and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities. The role will be office based but you will be actively encouraged to be out and about but gain mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies. The MD is looking to offer up to £80k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance. If this role sounds of interest or any other roles I am working on please get in touch.

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.

Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.

Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions

Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.

BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

BRAND NEW ROLE: Financial Administrator/Office Administrator Part-time - 3 days per week Boutique Wealth Management Firm £30k pro-rata basic salary discretionary bonuses (possibly up to £35k) Reigate/ Redhill (Surrey) My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking to recruit a part-time administrator who can work 3 days per week (how this would look is up for discussion) who can do general office administration and some financial administration work. Experience within a financial service environment would be very helpful but within a financial advice firm would be ideal. You will be supporting an experienced team of administrators and paraplanner alongside 3 established advisers. The MD is happy to speak to candidate seeking £27k - £30k salary (pro-rata) but will consider those with good experience up to £35k. For more details please contact Peter Fozard at Financial Divisions.

Chartered Financial Planner Salary negotiable £70k - £100k + bonuses Boutique IFA firm - Offices near Maidstone (Kent) Manage existing clients and generate some new business My client are an independent wealth planning firm with their offices near Maidstone who I have placed staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.400 clients (over £230m AUM) with assets ranging from £150k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and business sales. They have very longstanding relations with clients which stretch back 30 years and they refer to them lots of new clients (5 - 10 per week). The advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The business has a support team comprises of an experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Financial Planner who will manage existing clients from a retiring adviser which generates over £250k of revenue. However, the MD has too many clients and is looking to offset some of his 300 clients to a new adviser to manage. They are keen to recruit an adviser who is has been advising for at least 5 years and is either Chartered or on their way to Chartered. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further whilst also managing existing clients. Salary: £70k - £100k (negotiable) Bonuses paid at 30% above x 3 validation Benefits: Pension, death in service, medical cash plan 25 days holiday + bank holidays Full Paraplanning and Administration support If this role sounds of interest or any other roles I am working on please get in touch.

My client is medium sized boutique wealth planning company are fully independent, and client focused. They also have their Chartered status and offer fully support for candidates to become Chartered with them. They are looking for a diploma qualified Paraplanner to join their team in London on a hybrid basis with 1-2 days in London and the res Key Responsibilities Attend client meetings, take notes, and follow up on technical points. Gather and analyse detailed client information. Draft clear and comprehensive suitability letters . Create and explain lifetime cashflow models . Develop financial plans covering: Contingency planning Legacy/succession planning Asset allocation Tax planning Conduct regular reviews of client plans. Handle complex client queries. Stay updated on technical, legislative, and regulatory changes. Collaborate with internal technical staff. Meet tight deadlines Competencies Required Strong problem-solving and analytical skills. Excellent written and verbal communication. High attention to detail. Ability to build strong relationships with advisers and clients. Highly organized and proactive. Adaptable and motivated to deliver top-tier client service. Professional and respectful in the workplace. Experience & Qualifications 3+ years in a paraplanning role with high-net-worth clients. Diploma qualified (minimum). Strong knowledge of: Investments, life & pensions Income Tax, CGT, IHT, Trusts DC & DB pension transfers Familiarity with lifetime cashflow modelling (Voyant experience preferred). Please send your CV to Ursula Sloan at Financial Divisions

THE WEALTH MANEGEMENT RECRUITMENT MARKET IS INCREIDBLY BUOYANT - ARE YOU OPEN TO A NEW ROLE NOW THE SUMMER IS BEHIND US? September through to December are the busiest months in the recruitment calendar each year for the wealth management sector with the greatest number of vacancies throughout the year after the Summer break. Do any of the below scenarios relate to you? Have you not had a pay rise in the last 2 years? Is your take home pay not keeping pace with inflation? Are you not being paid what you deserve for the work you do? Does your current working pattern not meet your needs? Is your employer offering you the training, development, and progression you're seeking? Are you a fee earner and are you getting the leads and opportunities to generate new business? Are you nearing the completion of your Diploma or Advanced Diploma and looking to put these to good use in a new role? Has your employer been acquired or bought out by a large firm? is there a lot of change as a result? The wealth management recruitment market remains very buoyant. Several financial planning businesses are continuing to recruit. However, the low supply of high-quality candidates in relation to the demand remains as the overarching challenge. Do you want to hear about some vacancies I am working on currently? Would you be keen to have a general chat about the current marketplace? Feel free to get in touch for a confidential discussion.

Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.

Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions