Practice Manager - St. James's Place Partner Practice Location: North West London Salary: £35,000 - £45,000(DOE) Hours: Full-time, office-based About the Practice An established and reputable St. James's Place Partner Practice based in North West London is seeking an experienced and highly organised Practice Manager to oversee the day-to-day running of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, with a strong reputation for exceptional client service and long-term relationships. The Role As Practice Manager , you will play a pivotal role in ensuring the smooth and efficient operation of the Practice. You'll manage the administration and support team, oversee client servicing and compliance processes, and work closely with the Partner to drive business performance and deliver an outstanding client experience. Key Responsibilities Oversee the day-to-day operations of the Practice, ensuring workflows and client service standards are met. Manage and support the administrative and paraplanning teams, conducting regular check-ins and performance reviews. Implement and monitor compliance procedures in line with SJP and FCA requirements. Coordinate client review meetings, manage diaries, and ensure timely completion of documentation and follow-up actions. Support the Partner with management reporting, business planning, and process improvement initiatives. Maintain accurate client and business records using the Practice's CRM systems. Act as the main point of contact for operational queries from clients, SJP, and internal team members. About You Previous experience in a Practice Management , Operations , or Senior Administrative role within an SJP Partner Practice or wealth management firm. Strong leadership and organisational skills with the ability to manage multiple priorities. Excellent understanding of financial services processes, client servicing, and regulatory compliance. High attention to detail and a proactive, solutions-focused mindset. Confident communicator with strong interpersonal skills and a client-first approach. Proficient in Microsoft Office and CRM systems (knowledge of Salesforce or Intelliflo is advantageous). What's on Offer Competitive salary of £45,000 - £55,000 , depending on experience. Discretionary bonus and pension contribution. Supportive, professional environment within a highly regarded SJP Partner Practice. Opportunities for professional development and progression within a growing business.
Oct 10, 2025
Full time
Practice Manager - St. James's Place Partner Practice Location: North West London Salary: £35,000 - £45,000(DOE) Hours: Full-time, office-based About the Practice An established and reputable St. James's Place Partner Practice based in North West London is seeking an experienced and highly organised Practice Manager to oversee the day-to-day running of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, with a strong reputation for exceptional client service and long-term relationships. The Role As Practice Manager , you will play a pivotal role in ensuring the smooth and efficient operation of the Practice. You'll manage the administration and support team, oversee client servicing and compliance processes, and work closely with the Partner to drive business performance and deliver an outstanding client experience. Key Responsibilities Oversee the day-to-day operations of the Practice, ensuring workflows and client service standards are met. Manage and support the administrative and paraplanning teams, conducting regular check-ins and performance reviews. Implement and monitor compliance procedures in line with SJP and FCA requirements. Coordinate client review meetings, manage diaries, and ensure timely completion of documentation and follow-up actions. Support the Partner with management reporting, business planning, and process improvement initiatives. Maintain accurate client and business records using the Practice's CRM systems. Act as the main point of contact for operational queries from clients, SJP, and internal team members. About You Previous experience in a Practice Management , Operations , or Senior Administrative role within an SJP Partner Practice or wealth management firm. Strong leadership and organisational skills with the ability to manage multiple priorities. Excellent understanding of financial services processes, client servicing, and regulatory compliance. High attention to detail and a proactive, solutions-focused mindset. Confident communicator with strong interpersonal skills and a client-first approach. Proficient in Microsoft Office and CRM systems (knowledge of Salesforce or Intelliflo is advantageous). What's on Offer Competitive salary of £45,000 - £55,000 , depending on experience. Discretionary bonus and pension contribution. Supportive, professional environment within a highly regarded SJP Partner Practice. Opportunities for professional development and progression within a growing business.
Plus: Excellent Benefits & Progression Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner, managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London, offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions
Oct 09, 2025
Full time
Plus: Excellent Benefits & Progression Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner, managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London, offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam 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.
Oct 09, 2025
Full time
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.
Oct 08, 2025
Full time
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
Oct 08, 2025
Full time
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.
Oct 08, 2025
Full time
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.
Paraplanner - Independent Financial Planning Firm Location: Offices near Hemel Hempstead, Hertfordshire (Hybrid Working) Employment Type: Full-time Permanent Salary: Up to £45,000 (Depending on Experience) Are you an experienced Paraplanner looking to join a supportive and well-established independent financial planning firm? This is a fantastic opportunity to become part of a collaborative team that values precision, professionalism, and client care. You'll be working closely with a team of advisers to deliver tailored financial planning solutions across pensions, investments, and protection. This firm is known for its client-focused approach and strong internal culture. Highlights: Minimum of 2 years' experience in a Paraplanning role Level 4 Diploma qualified (or working towards completion)Proven ability to write suitability reports and conduct technical researchStrong attention to detail and excellent communication skillsConfident using financial planning software and working as part of a team Benefits & Package: Hybrid Working: Office days Tuesday-Thursday WFH Mondays & Fridays 25 days holiday + bank holidays Holiday purchase scheme Life cover Company pension (via salary sacrifice) Employee Assistance Programme Referral reward scheme Friendly, collaborative environment with ongoing professional development If you're looking for a stable and supportive environment where your technical expertise is valued, we'd love to hear from you. Please send your CV to Sam Negbenebor at Financial Divisions.
Oct 07, 2025
Full time
Paraplanner - Independent Financial Planning Firm Location: Offices near Hemel Hempstead, Hertfordshire (Hybrid Working) Employment Type: Full-time Permanent Salary: Up to £45,000 (Depending on Experience) Are you an experienced Paraplanner looking to join a supportive and well-established independent financial planning firm? This is a fantastic opportunity to become part of a collaborative team that values precision, professionalism, and client care. You'll be working closely with a team of advisers to deliver tailored financial planning solutions across pensions, investments, and protection. This firm is known for its client-focused approach and strong internal culture. Highlights: Minimum of 2 years' experience in a Paraplanning role Level 4 Diploma qualified (or working towards completion)Proven ability to write suitability reports and conduct technical researchStrong attention to detail and excellent communication skillsConfident using financial planning software and working as part of a team Benefits & Package: Hybrid Working: Office days Tuesday-Thursday WFH Mondays & Fridays 25 days holiday + bank holidays Holiday purchase scheme Life cover Company pension (via salary sacrifice) Employee Assistance Programme Referral reward scheme Friendly, collaborative environment with ongoing professional development If you're looking for a stable and supportive environment where your technical expertise is valued, we'd love to hear from you. Please send your CV to Sam Negbenebor at Financial Divisions.
Financial Administrator - Boutique Chartered IFA Milton Keynes Area (Fully Office Based) Salary: £28,000 - £35,000 (DOE) + Excellent Benefits (Private Medical, Pension, DIS) Location: Milton Keynes area, Buckinghamshire Are you an experienced Financial Administrator looking to join a dynamic, forward-thinking IFA firm that genuinely values its people? My client is a highly respected, boutique Chartered IFA practice based just outside Milton Keynes, known for delivering first-class advice and building long-term client relationships. With continued growth, they are now seeking a Financial Administrator to join their friendly and collaborative team. Why join this firm? Supportive, people-first culture - your voice will be heard and your contribution valued Chartered and independent - giving holistic, tailored advice with client interests at heart Modern and progressive - combining boutique service with a forward-thinking mindset The Role: As a Financial Administrator, you'll be central to the day-to-day operations of the firm, working alongside advisers and paraplanners to deliver a seamless client experience. Your responsibilities will include: Handling client and adviser queries Processing LOAs and obtaining valuations Data cleansing and preparing client valuation reports General office support as required What you'll need: 1+ year experience in a Financial Administrator role within a Wealth Management or IFA environment Strong communication and interpersonal skills Excellent organisation and attention to detail A proactive attitude and team-player mindset If you're ready for a fresh challenge in a well-established firm where you can grow and thrive, we'd love to hear from you . Please send your CV to Sam Negbenebor at Financial Divisions.
Oct 07, 2025
Full time
Financial Administrator - Boutique Chartered IFA Milton Keynes Area (Fully Office Based) Salary: £28,000 - £35,000 (DOE) + Excellent Benefits (Private Medical, Pension, DIS) Location: Milton Keynes area, Buckinghamshire Are you an experienced Financial Administrator looking to join a dynamic, forward-thinking IFA firm that genuinely values its people? My client is a highly respected, boutique Chartered IFA practice based just outside Milton Keynes, known for delivering first-class advice and building long-term client relationships. With continued growth, they are now seeking a Financial Administrator to join their friendly and collaborative team. Why join this firm? Supportive, people-first culture - your voice will be heard and your contribution valued Chartered and independent - giving holistic, tailored advice with client interests at heart Modern and progressive - combining boutique service with a forward-thinking mindset The Role: As a Financial Administrator, you'll be central to the day-to-day operations of the firm, working alongside advisers and paraplanners to deliver a seamless client experience. Your responsibilities will include: Handling client and adviser queries Processing LOAs and obtaining valuations Data cleansing and preparing client valuation reports General office support as required What you'll need: 1+ year experience in a Financial Administrator role within a Wealth Management or IFA environment Strong communication and interpersonal skills Excellent organisation and attention to detail A proactive attitude and team-player mindset If you're ready for a fresh challenge in a well-established firm where you can grow and thrive, we'd love to hear from you . Please send your CV to Sam Negbenebor at Financial Divisions.
IFA Administrator - Route to Paraplanner - Wealth Management Location: Offices Near Bushey (Office-based, 5 days per week) Salary: £30,000 - £33,000 + benefits Our client, a highly regarded Independent Financial Adviser (IFA) firm based near Watford, is seeking an experienced and technically capable IFA Administrator . This is a fantastic opportunity for someone with strong industry knowledge who is confident supporting advisers with technical administration and report writing. The firm offers a professional working environment, excellent benefits, and clear career progression. Key Responsibilities: Drafting and preparing suitability reports across pensions, investments, and protection. Providing technical support to advisers in relation to client recommendations. Maintaining accurate client records using back-office systems (XPLAN - training provided). Ensuring compliance standards are met throughout the advice process. Liaising with clients and providers to obtain relevant information and documentation. Supporting advisers in the preparation of client meetings and reviews. Candidate Profile: Minimum of 12 months IFA administration experience , with exposure to suitability report writing. Strong technical knowledge of pensions, investments, and protection products. Experience using provider platforms and CRM/back-office systems (XPLAN experience desirable). Excellent written and verbal communication skills, with strong attention to detail. Benefits: Salary: £30,000 - £33,000 (DOE). Employee Assistance Programme. Full financial exam support (CII qualifications up to Level 4 Diploma). Supportive team environment with opportunities for progression. For further information please email Sam at Financial Divisions.
Oct 07, 2025
Full time
IFA Administrator - Route to Paraplanner - Wealth Management Location: Offices Near Bushey (Office-based, 5 days per week) Salary: £30,000 - £33,000 + benefits Our client, a highly regarded Independent Financial Adviser (IFA) firm based near Watford, is seeking an experienced and technically capable IFA Administrator . This is a fantastic opportunity for someone with strong industry knowledge who is confident supporting advisers with technical administration and report writing. The firm offers a professional working environment, excellent benefits, and clear career progression. Key Responsibilities: Drafting and preparing suitability reports across pensions, investments, and protection. Providing technical support to advisers in relation to client recommendations. Maintaining accurate client records using back-office systems (XPLAN - training provided). Ensuring compliance standards are met throughout the advice process. Liaising with clients and providers to obtain relevant information and documentation. Supporting advisers in the preparation of client meetings and reviews. Candidate Profile: Minimum of 12 months IFA administration experience , with exposure to suitability report writing. Strong technical knowledge of pensions, investments, and protection products. Experience using provider platforms and CRM/back-office systems (XPLAN experience desirable). Excellent written and verbal communication skills, with strong attention to detail. Benefits: Salary: £30,000 - £33,000 (DOE). Employee Assistance Programme. Full financial exam support (CII qualifications up to Level 4 Diploma). Supportive team environment with opportunities for progression. For further information please email Sam at Financial Divisions.
Full-Time Hybrid Full Study Support Excellent Benefits Clear Career Path Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career? A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Junior Paraplanner to join their team-with a clear pathway to becoming Paraplanner Manager . Why This Role Stands Out: Competitive salary: £45,000 - £55,000 DOE Hybrid working : 3 days in the office, 2 from home (post-probation) Full study support & structured development programme Supportive, family-oriented culture Excellent benefits including access to a wellbeing suite Clear progression to Adviser or Paraplanner Manager About the Firm: This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they've grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships. Key Responsibilities: Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified (or progressing towards Chartered) Experience in a Paraplanning or technical role within an IFA Strong technical skills and attention to detail Exposure to pensions, drawdown, or holistic financial planning is a plus Ambitious, with aspirations to step into a management or Adviser role Please do send your CV to Sam Negbenebor at Financial Divisions.
Oct 07, 2025
Full time
Full-Time Hybrid Full Study Support Excellent Benefits Clear Career Path Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career? A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Junior Paraplanner to join their team-with a clear pathway to becoming Paraplanner Manager . Why This Role Stands Out: Competitive salary: £45,000 - £55,000 DOE Hybrid working : 3 days in the office, 2 from home (post-probation) Full study support & structured development programme Supportive, family-oriented culture Excellent benefits including access to a wellbeing suite Clear progression to Adviser or Paraplanner Manager About the Firm: This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they've grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships. Key Responsibilities: Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified (or progressing towards Chartered) Experience in a Paraplanning or technical role within an IFA Strong technical skills and attention to detail Exposure to pensions, drawdown, or holistic financial planning is a plus Ambitious, with aspirations to step into a management or Adviser role Please do send your CV to Sam Negbenebor at Financial Divisions.
Newly Qualified Paraplanner - Career Development Opportunity Location: Offices near Hemel Hempstead (Office-Based / Hybrid) Salary: Upto £45,000 & Benefits Are you a newly qualified Paraplanner looking to take the next step in your career? This is a fantastic opportunity to join our friendly, collaborative team in Berkhamsted and put your Level 4 Diploma into practice within a supportive and professional environment. You'll work alongside Chartered Financial Planners, Wealth Advisers, and Investment Specialists, gaining hands-on experience across a wide range of planning areas. With structured training, one-to-one mentoring, and clear progression, you'll have the guidance you need to develop into a confident and technically strong Paraplanner - and beyond. What You'll Be Doing Assisting in the preparation of client advice reports and recommendations (e.g. pensions, ISAs, investment bonds) Supporting the preparation of annual review documentation Assisting in pension and investment research, analysis, and reviews Learning to build and interpret cashflow models Supporting senior team members with technical queries and documentation Liaising with clients via email and phone Taking detailed notes during (mainly in-house) client meetings and helping translate them into advice documents What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong written and verbal communication skills Keen attention to detail and an analytical mindset Willingness to learn and a genuine interest in financial planning Strong IT skills (Word, Excel, Outlook); knowledge of Intelligent Office or X-Plan is a plus Ability to manage time effectively and prioritise tasks Desirable (but not essential): Familiarity with cashflow modelling tools Experience working in a financial planning or wealth management firm Understanding of pensions, investments, and tax wrappers Experience supporting advisers or advice teams What We Offer A supportive and collaborative team culture One-to-one mentoring from Chartered and Certified professionals Full training and career development opportunities, including support toward further qualifications Competitive salary and benefits package A clear career path, with progression to Senior Paraplanner or Adviser if desired Please send your CV to Sam Negbenebor at Financial Divisions.
Oct 07, 2025
Full time
Newly Qualified Paraplanner - Career Development Opportunity Location: Offices near Hemel Hempstead (Office-Based / Hybrid) Salary: Upto £45,000 & Benefits Are you a newly qualified Paraplanner looking to take the next step in your career? This is a fantastic opportunity to join our friendly, collaborative team in Berkhamsted and put your Level 4 Diploma into practice within a supportive and professional environment. You'll work alongside Chartered Financial Planners, Wealth Advisers, and Investment Specialists, gaining hands-on experience across a wide range of planning areas. With structured training, one-to-one mentoring, and clear progression, you'll have the guidance you need to develop into a confident and technically strong Paraplanner - and beyond. What You'll Be Doing Assisting in the preparation of client advice reports and recommendations (e.g. pensions, ISAs, investment bonds) Supporting the preparation of annual review documentation Assisting in pension and investment research, analysis, and reviews Learning to build and interpret cashflow models Supporting senior team members with technical queries and documentation Liaising with clients via email and phone Taking detailed notes during (mainly in-house) client meetings and helping translate them into advice documents What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong written and verbal communication skills Keen attention to detail and an analytical mindset Willingness to learn and a genuine interest in financial planning Strong IT skills (Word, Excel, Outlook); knowledge of Intelligent Office or X-Plan is a plus Ability to manage time effectively and prioritise tasks Desirable (but not essential): Familiarity with cashflow modelling tools Experience working in a financial planning or wealth management firm Understanding of pensions, investments, and tax wrappers Experience supporting advisers or advice teams What We Offer A supportive and collaborative team culture One-to-one mentoring from Chartered and Certified professionals Full training and career development opportunities, including support toward further qualifications Competitive salary and benefits package A clear career path, with progression to Senior Paraplanner or Adviser if desired Please send your CV to Sam Negbenebor at Financial Divisions.
Salary: £75,000 basic Year 1 OTE £100k+ Tired of constant sales targets, cold prospecting, and chasing KPIs? Here's your chance to do what you do best - advising clients - without the pressure. We're working with a highly respected financial planning firm near Watford that is offering a rare opportunity: a ready-made, loyal client bank with strong referral streams already in place. No sales hustle. No micromanagement. Just the freedom to focus on clients and deliver first-class financial advice. What's on Offer: £75k basic quarterly bonus (realistic OTE £100k+) Inherited, well-maintained client bank - zero prospecting Full paraplanning, compliance, admin & marketing support 25 days holiday bank holidays, 5% pension, DIS cover, business expenses paid Complete flexibility - home-based or use the office when it suits you About You: Level 4 Diploma (minimum) Strong background in regulated advice Client-first mindset, with a relationship-led approach Comfortable working independently with full back-office support If you're ready to ditch the sales grind and join a firm that values people over profit , this is your next move. For a confidential conversation, contact Jo at Financial Divisions.
Oct 07, 2025
Full time
Salary: £75,000 basic Year 1 OTE £100k+ Tired of constant sales targets, cold prospecting, and chasing KPIs? Here's your chance to do what you do best - advising clients - without the pressure. We're working with a highly respected financial planning firm near Watford that is offering a rare opportunity: a ready-made, loyal client bank with strong referral streams already in place. No sales hustle. No micromanagement. Just the freedom to focus on clients and deliver first-class financial advice. What's on Offer: £75k basic quarterly bonus (realistic OTE £100k+) Inherited, well-maintained client bank - zero prospecting Full paraplanning, compliance, admin & marketing support 25 days holiday bank holidays, 5% pension, DIS cover, business expenses paid Complete flexibility - home-based or use the office when it suits you About You: Level 4 Diploma (minimum) Strong background in regulated advice Client-first mindset, with a relationship-led approach Comfortable working independently with full back-office support If you're ready to ditch the sales grind and join a firm that values people over profit , this is your next move. For a confidential conversation, contact Jo at Financial Divisions.
Financial Advisor - Existing Client Bank - Watford, Hertfordshire Salary: £75,000 basic, Year 1 OTE £100k+ Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Joanna at Financial Divisions.
Oct 07, 2025
Full time
Financial Advisor - Existing Client Bank - Watford, Hertfordshire Salary: £75,000 basic, Year 1 OTE £100k+ Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Joanna at Financial Divisions.
Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Samantha at Financial Divisions.
Oct 07, 2025
Full time
Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Samantha at Financial Divisions.
Location: Home-Based / Remote (Office Access Available) If you enjoy the client-facing side of financial advice but could do without the pressure of chasing leads or hitting rigid KPIs, this could be the perfect next step in your career. We're working with a well-established financial planning firm based in Manchester that puts relationships at the heart of everything they do. This role is ideal for an advisor who wants to focus on helping clients, not cold calling or prospecting. You'll inherit a warm, fully serviced client bank and benefit from regular internal referrals. With full paraplanning, compliance, marketing, and admin support, you'll have the time and space to do what you do best - provide thoughtful, holistic financial advice. You'll receive a base salary of up to £75,000, with realistic earnings of £100k+ in your first year through a generous quarterly bonus scheme. The package also includes 25 days' holiday (plus bank holidays), a 5% employer pension contribution, death-in-service cover, and all business expenses reimbursed. You can work fully remotely or from an office if preferred - whatever suits your style. Day-to-day, you'll work closely with your clients, providing advice that supports their long-term goals. You'll continue to build strong relationships, identify new opportunities within your existing portfolio, and offer flexible meeting options - whether face-to-face or virtual. To succeed in this role, you'll need to hold a Level 4 Diploma in Regulated Financial Planning and have experience delivering financial advice and managing client relationships. If you're personable, ethical, and motivated by making a real difference to people's lives - this is the kind of firm where you'll feel right at home. For a confidential conversation, contact Joanna at Financial Divisions.
Oct 07, 2025
Full time
Location: Home-Based / Remote (Office Access Available) If you enjoy the client-facing side of financial advice but could do without the pressure of chasing leads or hitting rigid KPIs, this could be the perfect next step in your career. We're working with a well-established financial planning firm based in Manchester that puts relationships at the heart of everything they do. This role is ideal for an advisor who wants to focus on helping clients, not cold calling or prospecting. You'll inherit a warm, fully serviced client bank and benefit from regular internal referrals. With full paraplanning, compliance, marketing, and admin support, you'll have the time and space to do what you do best - provide thoughtful, holistic financial advice. You'll receive a base salary of up to £75,000, with realistic earnings of £100k+ in your first year through a generous quarterly bonus scheme. The package also includes 25 days' holiday (plus bank holidays), a 5% employer pension contribution, death-in-service cover, and all business expenses reimbursed. You can work fully remotely or from an office if preferred - whatever suits your style. Day-to-day, you'll work closely with your clients, providing advice that supports their long-term goals. You'll continue to build strong relationships, identify new opportunities within your existing portfolio, and offer flexible meeting options - whether face-to-face or virtual. To succeed in this role, you'll need to hold a Level 4 Diploma in Regulated Financial Planning and have experience delivering financial advice and managing client relationships. If you're personable, ethical, and motivated by making a real difference to people's lives - this is the kind of firm where you'll feel right at home. For a confidential conversation, contact Joanna at Financial Divisions.
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Oct 07, 2025
Full time
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures ? About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach ? What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
Oct 07, 2025
Full time
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures ? About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach ? What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
Oct 07, 2025
Full time
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
My client, a well-established IFA practice in Bromley, is looking for a Client Services Administrator to join their growing team. This practice is highly regarded for its personalised, client-centric approach, offering advice across investments, pensions, and holistic financial planning. Their long-standing success is built on trusted client relationships, supported by strong paraplanning, compliance, and administrative expertise. As a Client Services Administrator, you'll provide vital support to both clients and advisers. Your responsibilities will include: Managing client reviews and follow-up actions Processing investments and disinvestments efficiently Maintaining accurate records and submissions (CFR) Acting as a direct point of contact for clients, delivering outstanding service Supporting adviser activity across client acquisition and retention Ensuring compliance with regulatory and consumer duty requirements Previous experience in financial services, ideally within an IFA or wealth management environment Strong administration skills with excellent attention to detail Confident communicator with strong client-servicing abilities Organised, proactive, and able to manage a busy workload effectively Salary up to £37,000 Hybrid working - office in Bromley with flexibility to work from home Supportive, professional team with clear opportunities to grow and develop If this sounds like your next step, please contact Joanna at Financial Divisions to discuss further.
Oct 07, 2025
Full time
My client, a well-established IFA practice in Bromley, is looking for a Client Services Administrator to join their growing team. This practice is highly regarded for its personalised, client-centric approach, offering advice across investments, pensions, and holistic financial planning. Their long-standing success is built on trusted client relationships, supported by strong paraplanning, compliance, and administrative expertise. As a Client Services Administrator, you'll provide vital support to both clients and advisers. Your responsibilities will include: Managing client reviews and follow-up actions Processing investments and disinvestments efficiently Maintaining accurate records and submissions (CFR) Acting as a direct point of contact for clients, delivering outstanding service Supporting adviser activity across client acquisition and retention Ensuring compliance with regulatory and consumer duty requirements Previous experience in financial services, ideally within an IFA or wealth management environment Strong administration skills with excellent attention to detail Confident communicator with strong client-servicing abilities Organised, proactive, and able to manage a busy workload effectively Salary up to £37,000 Hybrid working - office in Bromley with flexibility to work from home Supportive, professional team with clear opportunities to grow and develop If this sounds like your next step, please contact Joanna at Financial Divisions to discuss further.
Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Partnership Supports Administrator. This practice is known for its client-focused approach, providing tailored wealth management solutions including investment planning, retirement planning, and holistic financial advice. Their success is built on long-term client relationships, underpinned by excellent paraplanning, compliance, and administrative support. The Role As a Partnership Supports Administrator, you'll play a key role in delivering exceptional service to clients and supporting advisers. Responsibilities include: Managing end-to-end client reviews and follow-ups Handling investments and disinvestments, ensuring cases are processed smoothly Keeping CFR updated and managing submissions Direct client communication, ensuring high-quality service at every stage Supporting both client acquisition and retention activities Maintaining compliance with SJP standards and consumer duty requirements What We're Looking For Strong client servicing skills with the ability to manage multiple relationships Solid background in admin/paraplanning within a wealth management environment Organised, proactive, and able to thrive in a busy practice Package Salary: up to £35,000 Hybrid working Join a supportive and professional team with opportunities for growth If you're ready to bring your expertise into a growing, client-focused practice, please contact Joanna at Financial Divisions to discuss further.
Oct 07, 2025
Full time
Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Partnership Supports Administrator. This practice is known for its client-focused approach, providing tailored wealth management solutions including investment planning, retirement planning, and holistic financial advice. Their success is built on long-term client relationships, underpinned by excellent paraplanning, compliance, and administrative support. The Role As a Partnership Supports Administrator, you'll play a key role in delivering exceptional service to clients and supporting advisers. Responsibilities include: Managing end-to-end client reviews and follow-ups Handling investments and disinvestments, ensuring cases are processed smoothly Keeping CFR updated and managing submissions Direct client communication, ensuring high-quality service at every stage Supporting both client acquisition and retention activities Maintaining compliance with SJP standards and consumer duty requirements What We're Looking For Strong client servicing skills with the ability to manage multiple relationships Solid background in admin/paraplanning within a wealth management environment Organised, proactive, and able to thrive in a busy practice Package Salary: up to £35,000 Hybrid working Join a supportive and professional team with opportunities for growth If you're ready to bring your expertise into a growing, client-focused practice, please contact Joanna at Financial Divisions to discuss further.
