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.
Jul 28, 2026
Full time
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.
Hybrid Working Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process. Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding requirements Assisting advisers and paraplanners with day-to-day administration Ensuring all work is completed in line with FCA and compliance requirements Why This Role Stands Out Join a growing, highly respected IFA practice Supportive and friendly team environment Hybrid working with excellent work-life balance Ongoing training and professional development Genuine opportunities to progress into paraplanning or other technical roles Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and supportive culture Package Up to £35,000 basic salary (depending on experience) Pension Study support available Hybrid working Excellent long-term career prospects Requirements Previous experience as an IFA Administrator or Financial Planning Administrator Experience processing pensions, investments and protection business Knowledge of FCA-regulated financial planning processes Strong organisational and communication skills High level of accuracy and attention to detail The Ideal Candidate You'll be an organised, client-focused administrator who enjoys working as part of a team and is looking to develop their career within a successful and growing Independent Financial Advice practice.
Jul 27, 2026
Full time
Hybrid Working Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process. Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding requirements Assisting advisers and paraplanners with day-to-day administration Ensuring all work is completed in line with FCA and compliance requirements Why This Role Stands Out Join a growing, highly respected IFA practice Supportive and friendly team environment Hybrid working with excellent work-life balance Ongoing training and professional development Genuine opportunities to progress into paraplanning or other technical roles Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and supportive culture Package Up to £35,000 basic salary (depending on experience) Pension Study support available Hybrid working Excellent long-term career prospects Requirements Previous experience as an IFA Administrator or Financial Planning Administrator Experience processing pensions, investments and protection business Knowledge of FCA-regulated financial planning processes Strong organisational and communication skills High level of accuracy and attention to detail The Ideal Candidate You'll be an organised, client-focused administrator who enjoys working as part of a team and is looking to develop their career within a successful and growing Independent Financial Advice practice.
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.
Jul 27, 2026
Full time
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.
An established and successful St. James's Place Partner Practice based in North West London is looking to recruit an experienced SJP Adviser to join its growing team. This is an excellent opportunity for a motivated financial adviser who holds Competent Adviser Status (CAS) and is looking to develop their career within a well-established, supportive, and professional practice. Key Requirements Diploma Level 4 qualified (essential) Current Competent Adviser Status (CAS) Experience advising clients within the St. James's Place proposition Strong relationship-building and communication skills Professional, client-focused approach Ability to manage and grow an existing client portfolio while identifying new business opportunities The Role Provide holistic financial planning advice to new and existing clients Build long-term client relationships through outstanding service Work within a highly supportive and established SJP Partner Practice Deliver advice in line with regulatory requirements and SJP standards Contribute to the continued growth and success of the business What's on Offer Basic salary up to £50,000 Attractive performance-related bonus Established and reputable SJP Partner Practice Supportive team environment Excellent long-term career progression Ongoing professional development and training If you are Diploma Level 4 qualified , hold CAS , and are looking to join a respected and growing SJP Partner Practice in North West London, we'd love to hear from you.
Jul 26, 2026
Full time
An established and successful St. James's Place Partner Practice based in North West London is looking to recruit an experienced SJP Adviser to join its growing team. This is an excellent opportunity for a motivated financial adviser who holds Competent Adviser Status (CAS) and is looking to develop their career within a well-established, supportive, and professional practice. Key Requirements Diploma Level 4 qualified (essential) Current Competent Adviser Status (CAS) Experience advising clients within the St. James's Place proposition Strong relationship-building and communication skills Professional, client-focused approach Ability to manage and grow an existing client portfolio while identifying new business opportunities The Role Provide holistic financial planning advice to new and existing clients Build long-term client relationships through outstanding service Work within a highly supportive and established SJP Partner Practice Deliver advice in line with regulatory requirements and SJP standards Contribute to the continued growth and success of the business What's on Offer Basic salary up to £50,000 Attractive performance-related bonus Established and reputable SJP Partner Practice Supportive team environment Excellent long-term career progression Ongoing professional development and training If you are Diploma Level 4 qualified , hold CAS , and are looking to join a respected and growing SJP Partner Practice in North West London, we'd love to hear from you.
Senior Client Services Administrator SJP Practice Dartford - office based £35,000 + discretionary bonus A highly regarded St. James's Place wealth management practice near Dartford is looking for an experienced Senior Client Services Administrator to join its team. The practice is currently growing, and this newly created role offers a genuine, built-in pathway into management as the team expands. The Role You will act as senior support within the administration team, delivering high-quality client servicing and adviser support while helping to guide and develop less experienced colleagues. This position offers variety, responsibility and a clearly defined route to progression. Key Responsibilities • Delivering accurate, high-quality client services administration across the practice • Providing day-to-day administrative support to the practice's financial advisers • Supporting client review cycles from preparation through to completion • Processing new business submissions and ongoing client servicing requests • Updating and maintaining client records, including CFR • Acting as a senior point of support and mentorship for the wider admin team • Helping to maintain service standards through a period of significant growth • Supporting the smooth running of practice processes and systems • Progressing towards a managerial position as the team scales About You • Experience within a St. James's Place practice is essential • Minimum 3-5 years' experience in a similar financial services administration role • Confident using Salesforce and adapting to new systems • Confident acting as senior support to a developing team • Well organised, accurate and professional under a busy workload • Genuine ambition to step into management as the practice grows • RO qualifications not essential - full study support provided Benefits • £35,000 salary plus discretionary bonus • 25 days' holiday plus bank holidays, with additional time off over Christmas • Study support towards professional qualifications • Built-in progression pathway into management This is an excellent opportunity for an experienced SJP administrator looking for a secure, progressive role within a practice at a genuinely exciting stage of growth. For a confidential discussion or to apply, please contact Jo at Financial Divisions.
Jul 26, 2026
Full time
Senior Client Services Administrator SJP Practice Dartford - office based £35,000 + discretionary bonus A highly regarded St. James's Place wealth management practice near Dartford is looking for an experienced Senior Client Services Administrator to join its team. The practice is currently growing, and this newly created role offers a genuine, built-in pathway into management as the team expands. The Role You will act as senior support within the administration team, delivering high-quality client servicing and adviser support while helping to guide and develop less experienced colleagues. This position offers variety, responsibility and a clearly defined route to progression. Key Responsibilities • Delivering accurate, high-quality client services administration across the practice • Providing day-to-day administrative support to the practice's financial advisers • Supporting client review cycles from preparation through to completion • Processing new business submissions and ongoing client servicing requests • Updating and maintaining client records, including CFR • Acting as a senior point of support and mentorship for the wider admin team • Helping to maintain service standards through a period of significant growth • Supporting the smooth running of practice processes and systems • Progressing towards a managerial position as the team scales About You • Experience within a St. James's Place practice is essential • Minimum 3-5 years' experience in a similar financial services administration role • Confident using Salesforce and adapting to new systems • Confident acting as senior support to a developing team • Well organised, accurate and professional under a busy workload • Genuine ambition to step into management as the practice grows • RO qualifications not essential - full study support provided Benefits • £35,000 salary plus discretionary bonus • 25 days' holiday plus bank holidays, with additional time off over Christmas • Study support towards professional qualifications • Built-in progression pathway into management This is an excellent opportunity for an experienced SJP administrator looking for a secure, progressive role within a practice at a genuinely exciting stage of growth. For a confidential discussion or to apply, please contact Jo at Financial Divisions.
Financial Administrator Tonbridge, Kent £35,000 - £38,000 Permanent Are you an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you. Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team. The Role As Financial Administrator, you will be the backbone of the practice - keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased. Key responsibilities include: • Drafting Letters of Authority and valuation requests • Creating meeting packs on behalf of the Financial Adviser • Handling all client and provider queries via phone and email • Basic suitability reports and ISA top-ups • General financial administration and workflow management About You The practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience - this is the most important quality they are looking for. Beyond that, the right person will: • Take ownership of their work and follow things through without being chased • Be adaptable and willing to help across different areas of the business • Communicate proactively with colleagues, clients and providers • Be comfortable and confident working in a small-business environment • Be willing to learn and develop within their role - but with no aspirations to move into advising or paraplanning • Naturally look to make the adviser's life easier, rather than just completing tasks in isolation You will ideally come from an IFA or independent financial planning background and be used to working at a pace with minimal supervision. The Package • Salary: £35,000 - £38,000 dependent on experience • Working pattern: 4 days in the office, 1 day working from home • 25 days annual leave plus bank holidays • Discretionary bonus • Private healthcare • 5% employer pension contribution • Private parking permit provided How to Apply To apply, please send your CV to Jo at Financial Divisions. All applications are treated in the strictest confidence.
Jul 25, 2026
Full time
Financial Administrator Tonbridge, Kent £35,000 - £38,000 Permanent Are you an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you. Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team. The Role As Financial Administrator, you will be the backbone of the practice - keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased. Key responsibilities include: • Drafting Letters of Authority and valuation requests • Creating meeting packs on behalf of the Financial Adviser • Handling all client and provider queries via phone and email • Basic suitability reports and ISA top-ups • General financial administration and workflow management About You The practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience - this is the most important quality they are looking for. Beyond that, the right person will: • Take ownership of their work and follow things through without being chased • Be adaptable and willing to help across different areas of the business • Communicate proactively with colleagues, clients and providers • Be comfortable and confident working in a small-business environment • Be willing to learn and develop within their role - but with no aspirations to move into advising or paraplanning • Naturally look to make the adviser's life easier, rather than just completing tasks in isolation You will ideally come from an IFA or independent financial planning background and be used to working at a pace with minimal supervision. The Package • Salary: £35,000 - £38,000 dependent on experience • Working pattern: 4 days in the office, 1 day working from home • 25 days annual leave plus bank holidays • Discretionary bonus • Private healthcare • 5% employer pension contribution • Private parking permit provided How to Apply To apply, please send your CV to Jo at Financial Divisions. All applications are treated in the strictest confidence.
NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K We're working with a growing Financial Planning Practice in Maidstone who are looking for an experienced Client Relationship Administrator to join their team on a permanent basis. This is a busy, varied administrative role supporting advisors and paraplanners - perfect for someone with a financial services background who knows their way around financial admin. Key Responsibilities: • Processing and submitting new business applications end-to-end • Preparing and submitting Letters of Authority (LOA) and chasing providers • Obtaining valuations, policy information and client data from third parties • Preparing templated suitability reports under advisor and paraplanner direction. • Maintaining accurate client records on CRM systems • Managing advisor diaries and preparing documentation for client reviews • Processing servicing requests - fund switches, withdrawals, amendments • Liaising with head office and third-party providers to resolve queries • Supporting paraplanners with data gathering and file preparation The Package: • Salary: £40,000 • Annual Leave: 28 days • Working Pattern: Monday-Thursday in the office, Friday working from home Interested? Send your CV to Jo at Financial Divisions LLP. All applications are treated in the strictest confidence.
Jul 25, 2026
Full time
NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K We're working with a growing Financial Planning Practice in Maidstone who are looking for an experienced Client Relationship Administrator to join their team on a permanent basis. This is a busy, varied administrative role supporting advisors and paraplanners - perfect for someone with a financial services background who knows their way around financial admin. Key Responsibilities: • Processing and submitting new business applications end-to-end • Preparing and submitting Letters of Authority (LOA) and chasing providers • Obtaining valuations, policy information and client data from third parties • Preparing templated suitability reports under advisor and paraplanner direction. • Maintaining accurate client records on CRM systems • Managing advisor diaries and preparing documentation for client reviews • Processing servicing requests - fund switches, withdrawals, amendments • Liaising with head office and third-party providers to resolve queries • Supporting paraplanners with data gathering and file preparation The Package: • Salary: £40,000 • Annual Leave: 28 days • Working Pattern: Monday-Thursday in the office, Friday working from home Interested? Send your CV to Jo at Financial Divisions LLP. All applications are treated in the strictest confidence.
Senior Paraplanner - HNW Wealth Management, Complex & Technical Work £50K - £60K Base + bonus and benefits + Chartered support London (Hybrid) Our client is a prestigious, boutique wealth management firm advising high-net-worth individuals, families, and trustees on genuinely complex financial planning. They are looking for an experienced Senior Paraplanner who wants to work on sophisticated cases - the kind of technical work that most paraplanning roles simply don't offer. If you're the person your current team turns to when a case gets complicated, and you're ready for a firm where that expertise is properly recognised and rewarded, this opportunity deserves your attention. Why This Role? Roles at this technical level, with this calibre of client, rarely reach the open market. The firm's clients bring multi-layered planning needs - significant pension funds, trusts, IHT and estate planning, offshore considerations - and the Advisers treat their Paraplanners as technical partners, not support staff. Full Chartered sponsorship is on the table for those who want it. The Opportunity You'll work closely with a small number of senior Advisers, taking full ownership of complex cases from initial research through to final recommendation. You'll be involved in strategy discussions, invited into client meetings where appropriate, and trusted to act as the technical authority within the team - including mentoring more junior paraplanners as the team grows. The Role Producing high-quality suitability reports for complex HNW cases Advanced technical research across pensions, investments, trusts, IHT, and tax planning Detailed cashflow modelling and scenario analysis for long-term strategies Acting as the technical reference point for Advisers and the wider planning team Attending client meetings alongside Advisers on complex cases Mentoring and quality-checking the work of junior paraplanners Contributing to the firm's investment and technical committees What They're Looking For Significant paraplanning experience within wealth management, ideally with HNW exposure Level 4 Diploma in Financial Planning (essential); progress towards Chartered strongly valued Deep technical knowledge, particularly around pensions, trusts, and estate planning Confident, polished report writing on complex multi-goal cases Experience with cashflow modelling tools (e.g. Voyant, CashCalc) A proactive, intellectually curious approach - you enjoy solving technical problems What's On Offer £50K - £60K base plus bonus Full sponsorship and study support through to Chartered status Genuinely complex, interesting casework with sophisticated clients Hybrid working and a first-class benefits package A respected boutique firm with an excellent reputation and low staff turnover Long-term progression into Technical Manager or advice-track routes for the right person If this role is of interest, please send your CV to Joanna at Financial Divisions.
Jul 24, 2026
Full time
Senior Paraplanner - HNW Wealth Management, Complex & Technical Work £50K - £60K Base + bonus and benefits + Chartered support London (Hybrid) Our client is a prestigious, boutique wealth management firm advising high-net-worth individuals, families, and trustees on genuinely complex financial planning. They are looking for an experienced Senior Paraplanner who wants to work on sophisticated cases - the kind of technical work that most paraplanning roles simply don't offer. If you're the person your current team turns to when a case gets complicated, and you're ready for a firm where that expertise is properly recognised and rewarded, this opportunity deserves your attention. Why This Role? Roles at this technical level, with this calibre of client, rarely reach the open market. The firm's clients bring multi-layered planning needs - significant pension funds, trusts, IHT and estate planning, offshore considerations - and the Advisers treat their Paraplanners as technical partners, not support staff. Full Chartered sponsorship is on the table for those who want it. The Opportunity You'll work closely with a small number of senior Advisers, taking full ownership of complex cases from initial research through to final recommendation. You'll be involved in strategy discussions, invited into client meetings where appropriate, and trusted to act as the technical authority within the team - including mentoring more junior paraplanners as the team grows. The Role Producing high-quality suitability reports for complex HNW cases Advanced technical research across pensions, investments, trusts, IHT, and tax planning Detailed cashflow modelling and scenario analysis for long-term strategies Acting as the technical reference point for Advisers and the wider planning team Attending client meetings alongside Advisers on complex cases Mentoring and quality-checking the work of junior paraplanners Contributing to the firm's investment and technical committees What They're Looking For Significant paraplanning experience within wealth management, ideally with HNW exposure Level 4 Diploma in Financial Planning (essential); progress towards Chartered strongly valued Deep technical knowledge, particularly around pensions, trusts, and estate planning Confident, polished report writing on complex multi-goal cases Experience with cashflow modelling tools (e.g. Voyant, CashCalc) A proactive, intellectually curious approach - you enjoy solving technical problems What's On Offer £50K - £60K base plus bonus Full sponsorship and study support through to Chartered status Genuinely complex, interesting casework with sophisticated clients Hybrid working and a first-class benefits package A respected boutique firm with an excellent reputation and low staff turnover Long-term progression into Technical Manager or advice-track routes for the right person If this role is of interest, please send your CV to Joanna at Financial Divisions.
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 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 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.
Jul 24, 2026
Full time
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 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 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.
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Senior IFA Administrator & Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner. Prepare client meeting packs and all associated documentation. Arrange client meetings and manage adviser diaries. Liaise with clients and providers to progress new and existing business. Process Letters of Authority and obtain information from providers. Maintain accurate client records using the firm's CRM and workflow systems. Manage cases from inception through to completion, ensuring an outstanding client experience. Support, coach and develop Junior Administrators. Allocate workloads and act as the technical escalation point for the administration team. Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes. The Person: Minimum of 4 years' experience as a Financial Administrator within a Financial Planning/Wealth Management environment. Experience supervising, mentoring or coaching junior team members. Knowledge of pensions, investments and wider wealth management products. Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing. Excellent organisational skills with exceptional attention to detail. Confident communicator with a collaborative and proactive approach. Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma. Package & Benefits: Salary up to £50,000 DOE plus bonus. Hybrid working (4 days in the office, 1 day from home). Full study support towards professional qualifications (if desired). Ongoing training and career development. Opportunity to step into a leadership role within a highly successful business. Supportive and collaborative working environment with genuine long-term progression. Health Cash Plan. Life Assurance 4x Salary. Private Medical Insurance. Private GP. Income Protection. Pension. 26 days holiday plus bank holidays. This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Jul 24, 2026
Full time
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Senior IFA Administrator & Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner. Prepare client meeting packs and all associated documentation. Arrange client meetings and manage adviser diaries. Liaise with clients and providers to progress new and existing business. Process Letters of Authority and obtain information from providers. Maintain accurate client records using the firm's CRM and workflow systems. Manage cases from inception through to completion, ensuring an outstanding client experience. Support, coach and develop Junior Administrators. Allocate workloads and act as the technical escalation point for the administration team. Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes. The Person: Minimum of 4 years' experience as a Financial Administrator within a Financial Planning/Wealth Management environment. Experience supervising, mentoring or coaching junior team members. Knowledge of pensions, investments and wider wealth management products. Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing. Excellent organisational skills with exceptional attention to detail. Confident communicator with a collaborative and proactive approach. Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma. Package & Benefits: Salary up to £50,000 DOE plus bonus. Hybrid working (4 days in the office, 1 day from home). Full study support towards professional qualifications (if desired). Ongoing training and career development. Opportunity to step into a leadership role within a highly successful business. Supportive and collaborative working environment with genuine long-term progression. Health Cash Plan. Life Assurance 4x Salary. Private Medical Insurance. Private GP. Income Protection. Pension. 26 days holiday plus bank holidays. This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Independent Financial Adviser Up to £75k basic salary plus bonuses Near Guildford/Godalming 2 - 3 years advising experience needed 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 existing 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 £75k 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.
Jul 24, 2026
Full time
Independent Financial Adviser Up to £75k basic salary plus bonuses Near Guildford/Godalming 2 - 3 years advising experience needed 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 existing 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 £75k 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.
Are you looking for an opportunity to work with a growing Firm, that offers not only a beautiful offices to work in but some of the most prestigious clients in the UK. They are highly respected wealth management firm and seeking an experienced Technical Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression. If you're detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity. The Opportunity As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You'll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios. This is not a pure back-office role, you'll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships. The Role Suitability report writing - clear, compliant, technically robust Wealth planning research for UK & international clients Completing annual suitability review letters Ensuring clients understand the key features of the advice provided Producing cashflow modelling and long-term planning analysis Reviewing client risk-profiling reports Supporting advisers with technical analysis and case guidance Attending client meetings, taking notes, and following up on actions What They're Looking For Proven experience as a Paraplanner within wealth management Level 4 Diploma (essential) with desire to achieve Chartered or Certified status Ideally 3-4 years' experience in a similar role Strong organisational and time-management skills Excellent written and verbal communication High level of discretion and professionalism Proficiency in Microsoft Office and collaboration tools Ability to work independently and collaboratively Strong interpersonal skills and a proactive, solution-oriented approach Comfortable interacting with senior stakeholders and external visitors Skills & Experience Strong understanding of the financial planning process and compliance Ability to work under pressure and deliver accurate work first time Experience of report writing and technical analysis Proficient with financial planning tools and modelling software Confident acting as a technical point of contact for clients and providers If you are looking for something extraordinary, then this is it! Pls get in touch today for a confidential conversation.
Jul 24, 2026
Full time
Are you looking for an opportunity to work with a growing Firm, that offers not only a beautiful offices to work in but some of the most prestigious clients in the UK. They are highly respected wealth management firm and seeking an experienced Technical Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression. If you're detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity. The Opportunity As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You'll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios. This is not a pure back-office role, you'll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships. The Role Suitability report writing - clear, compliant, technically robust Wealth planning research for UK & international clients Completing annual suitability review letters Ensuring clients understand the key features of the advice provided Producing cashflow modelling and long-term planning analysis Reviewing client risk-profiling reports Supporting advisers with technical analysis and case guidance Attending client meetings, taking notes, and following up on actions What They're Looking For Proven experience as a Paraplanner within wealth management Level 4 Diploma (essential) with desire to achieve Chartered or Certified status Ideally 3-4 years' experience in a similar role Strong organisational and time-management skills Excellent written and verbal communication High level of discretion and professionalism Proficiency in Microsoft Office and collaboration tools Ability to work independently and collaboratively Strong interpersonal skills and a proactive, solution-oriented approach Comfortable interacting with senior stakeholders and external visitors Skills & Experience Strong understanding of the financial planning process and compliance Ability to work under pressure and deliver accurate work first time Experience of report writing and technical analysis Proficient with financial planning tools and modelling software Confident acting as a technical point of contact for clients and providers If you are looking for something extraordinary, then this is it! Pls get in touch today for a confidential conversation.
Are you an experienced Financial Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for a Financial Administrator to join a highly regarded financial planning firm as a Senior Financial Administrator & Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced Financial Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner. Prepare client meeting packs and all associated documentation. Arrange client meetings and manage adviser diaries. Liaise with clients and providers to progress new and existing business. Process Letters of Authority and obtain information from providers. Maintain accurate client records using the firm's CRM and workflow systems. Manage cases from inception through to completion, ensuring an outstanding client experience. Support, coach and develop Junior Administrators. Allocate workloads and act as the technical escalation point for the administration team. Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes. The Person: Minimum of 4 years' experience as a Financial Administrator within a Financial Planning/Wealth Management environment. Experience supervising, mentoring or coaching junior team members. Knowledge of pensions, investments and wider wealth management products. Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing. Excellent organisational skills with exceptional attention to detail. Confident communicator with a collaborative and proactive approach. Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma. Package & Benefits: Salary up to £50,000 plus bonus. Hybrid working (4 days in the office, 1 day from home). Full study support towards professional qualifications (if desired). Ongoing training and career development. Opportunity to step into a leadership role within a highly successful business. Supportive and collaborative working environment with genuine long-term progression. Health Cash Plan. Life Assurance 4x Salary. Private Medical Insurance. Private GP. Income Protection. Pension. 26 days holiday plus bank holidays. This is an excellent opportunity for an experienced Financial Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Jul 24, 2026
Full time
Are you an experienced Financial Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for a Financial Administrator to join a highly regarded financial planning firm as a Senior Financial Administrator & Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced Financial Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner. Prepare client meeting packs and all associated documentation. Arrange client meetings and manage adviser diaries. Liaise with clients and providers to progress new and existing business. Process Letters of Authority and obtain information from providers. Maintain accurate client records using the firm's CRM and workflow systems. Manage cases from inception through to completion, ensuring an outstanding client experience. Support, coach and develop Junior Administrators. Allocate workloads and act as the technical escalation point for the administration team. Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes. The Person: Minimum of 4 years' experience as a Financial Administrator within a Financial Planning/Wealth Management environment. Experience supervising, mentoring or coaching junior team members. Knowledge of pensions, investments and wider wealth management products. Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing. Excellent organisational skills with exceptional attention to detail. Confident communicator with a collaborative and proactive approach. Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma. Package & Benefits: Salary up to £50,000 plus bonus. Hybrid working (4 days in the office, 1 day from home). Full study support towards professional qualifications (if desired). Ongoing training and career development. Opportunity to step into a leadership role within a highly successful business. Supportive and collaborative working environment with genuine long-term progression. Health Cash Plan. Life Assurance 4x Salary. Private Medical Insurance. Private GP. Income Protection. Pension. 26 days holiday plus bank holidays. This is an excellent opportunity for an experienced Financial Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Qualified Paraplanner- Route to Financial Adviser -Wealth Management Firm North West London Up to £50,000 DOE An established and growing independent financial advisory firm based in North West London is seeking a Qualified Paraplanner to join its supportive and collaborative team. The role will involve providing high-quality technical and report-writing support 3 advisers across investments, pensions, protection, and retirement planning, helping to deliver tailored, compliant advice to clients. The role offers: Salary up to £50,000 (dependent on experience) Supportive team culture and positive working environment Exposure to holistic, whole-of-market financial planning Opportunity to develop within a stable and growing firm The ideal candidate will have: Level 4 Diploma (or equivalent) qualification Paraplanning experience within an IFA environment Strong technical knowledge and attention to detail Excellent communication skills and a collaborative approach An excellent opportunity for a Paraplanner looking to work in a firm that values quality, teamwork, and long-term career development. To apply please contact Sam at Financial Divisions.
Jul 23, 2026
Full time
Qualified Paraplanner- Route to Financial Adviser -Wealth Management Firm North West London Up to £50,000 DOE An established and growing independent financial advisory firm based in North West London is seeking a Qualified Paraplanner to join its supportive and collaborative team. The role will involve providing high-quality technical and report-writing support 3 advisers across investments, pensions, protection, and retirement planning, helping to deliver tailored, compliant advice to clients. The role offers: Salary up to £50,000 (dependent on experience) Supportive team culture and positive working environment Exposure to holistic, whole-of-market financial planning Opportunity to develop within a stable and growing firm The ideal candidate will have: Level 4 Diploma (or equivalent) qualification Paraplanning experience within an IFA environment Strong technical knowledge and attention to detail Excellent communication skills and a collaborative approach An excellent opportunity for a Paraplanner looking to work in a firm that values quality, teamwork, and long-term career development. To apply please contact Sam at Financial Divisions.
Senior Financial Planner Kent based IFA firm - medium sized Salary negotiable £70k - £120k plus bonuses 25 days annual leave plus bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 10 members of 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.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. 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 to them and 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 won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating 2 brand-new roles for Financial Planners who will manage some existing clients from advisers who are approaching their retirement. 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. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. You will have dedicated admin and paraplanning support. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 23, 2026
Full time
Senior Financial Planner Kent based IFA firm - medium sized Salary negotiable £70k - £120k plus bonuses 25 days annual leave plus bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 10 members of 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.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. 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 to them and 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 won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating 2 brand-new roles for Financial Planners who will manage some existing clients from advisers who are approaching their retirement. 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. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. You will have dedicated admin and paraplanning support. If this role sounds of interest or any other roles I am working on please get in touch.
The Opportunity Our client is seeking an experienced and technically proficient Paraplanner to join a successful and growing financial planning team. Working closely with Financial Advisers, you will play a pivotal role in delivering high-quality holistic financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for an ambitious paraplanner who enjoys complex planning work and wants to be involved in every stage of the client journey, from research and cashflow modelling through to financial planning recommendations and ongoing reviews. Key Responsibilities Prepare for and attend client meetings alongside Financial Advisers Take detailed meeting notes and follow up on technical matters arising from discussions Gather, analyse and interpret detailed financial information from clients and professional advisers Research and formulate appropriate planning solutions to meet clients' objectives Produce clear, accurate and compliant suitability reports Create and maintain detailed lifetime cashflow forecasting models Support the development of bespoke financial plans covering: Retirement planning Investment and wealth management strategies Tax planning Estate, succession and legacy planning Protection and contingency planning Conduct ongoing reviews of clients' financial arrangements and objectives Respond to complex technical queries from clients and advisers Build strong working relationships with clients and professional connections Work collaboratively with advisers and technical colleagues to deliver an exceptional client experience About You The ideal candidate will have: Previous experience as a Paraplanner within a Financial Planning or Wealth Management environment Strong technical knowledge of pensions, investments, taxation, trusts and estate planning Experience producing suitability reports and financial planning recommendations Cashflow modelling experience Excellent analytical, research and report-writing skills Strong communication and interpersonal abilities A meticulous approach with exceptional attention to detail The ability to manage multiple priorities within a fast-paced environment A client-focused mindset and commitment to delivering high standards of service Qualifications Essential: Level 4 Diploma in Financial Planning (or equivalent) Desirable: Working towards Chartered status Advanced technical qualifications Experience with cashflow modelling software such as Voyant What's on Offer? Competitive salary and benefits package Exposure to complex and rewarding financial planning cases Supportive and collaborative team environment Ongoing professional development and study support Career progression opportunities within a growing business Opportunity to work closely with experienced advisers and high-value client relationships If you are an experienced Paraplanner looking to join a professional, client-focused financial planning firm where technical excellence is highly valued, we would love to hear from you. Please send your CV to Ursula at Financial Divisions
Jul 23, 2026
Full time
The Opportunity Our client is seeking an experienced and technically proficient Paraplanner to join a successful and growing financial planning team. Working closely with Financial Advisers, you will play a pivotal role in delivering high-quality holistic financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for an ambitious paraplanner who enjoys complex planning work and wants to be involved in every stage of the client journey, from research and cashflow modelling through to financial planning recommendations and ongoing reviews. Key Responsibilities Prepare for and attend client meetings alongside Financial Advisers Take detailed meeting notes and follow up on technical matters arising from discussions Gather, analyse and interpret detailed financial information from clients and professional advisers Research and formulate appropriate planning solutions to meet clients' objectives Produce clear, accurate and compliant suitability reports Create and maintain detailed lifetime cashflow forecasting models Support the development of bespoke financial plans covering: Retirement planning Investment and wealth management strategies Tax planning Estate, succession and legacy planning Protection and contingency planning Conduct ongoing reviews of clients' financial arrangements and objectives Respond to complex technical queries from clients and advisers Build strong working relationships with clients and professional connections Work collaboratively with advisers and technical colleagues to deliver an exceptional client experience About You The ideal candidate will have: Previous experience as a Paraplanner within a Financial Planning or Wealth Management environment Strong technical knowledge of pensions, investments, taxation, trusts and estate planning Experience producing suitability reports and financial planning recommendations Cashflow modelling experience Excellent analytical, research and report-writing skills Strong communication and interpersonal abilities A meticulous approach with exceptional attention to detail The ability to manage multiple priorities within a fast-paced environment A client-focused mindset and commitment to delivering high standards of service Qualifications Essential: Level 4 Diploma in Financial Planning (or equivalent) Desirable: Working towards Chartered status Advanced technical qualifications Experience with cashflow modelling software such as Voyant What's on Offer? Competitive salary and benefits package Exposure to complex and rewarding financial planning cases Supportive and collaborative team environment Ongoing professional development and study support Career progression opportunities within a growing business Opportunity to work closely with experienced advisers and high-value client relationships If you are an experienced Paraplanner looking to join a professional, client-focused financial planning firm where technical excellence is highly valued, we would love to hear from you. Please send your CV to Ursula at Financial Divisions
Benefits: 25 days' annual leave plus bank holidays, dedicated admin and paraplanning support My client is a Chartered, independent wealth planning firm with offices across Kent. They provide whole-of-market financial advice to high-net-worth retirees, wealth accumulators, local families and SME owners across Kent, Sussex and London. The firm currently looks after around 2,000 clients with over £650m in assets under management, with individual client portfolios ranging from £150k to £20m. Advice spans pensions, investments, tax planning, cashflow modelling, retirement planning and protection, alongside more specialist areas such as VCT and EIS schemes. Crucially, advisers here are not targeted. The firm's philosophy is built on delivering the best possible client outcomes rather than accumulating AUM - an approach underpinned by longstanding referral relationships with local accountancy and solicitor practices. This is a multi-award-winning business that is genuinely embedded in its local community, actively supporting events and championing charitable causes. Exceptional client care sits at the heart of everything they do, reflected in outstanding retention rates - some client relationships stretch back more than 20 years. Advisers are supported by an experienced, pooled team of Administrators and Paraplanners across two offices, all of whom are encouraged to develop professionally and personally through ongoing CPD and industry exams. The Managing Director is creating a brand-new Financial Planner position. You will inherit established client relationships from advisers approaching retirement, giving you an immediate, high-quality client bank from day one. Beyond servicing existing clients, you will be keen to build relationships with businesses and stakeholders across Kent, helping to broaden the firm's reach and reputation. You will benefit from dedicated administration and paraplanning support throughout. About you: Experience within an independent wealth planning firm Chartered status, or the ambition and drive to work towards it A genuine commitment to client-first financial planning The appetite to develop new relationships and grow the business If this role sounds of interest - or you'd like to hear about other opportunities I'm currently working on - please get in touch with Jo at Financial Divisions.
Jul 23, 2026
Full time
Benefits: 25 days' annual leave plus bank holidays, dedicated admin and paraplanning support My client is a Chartered, independent wealth planning firm with offices across Kent. They provide whole-of-market financial advice to high-net-worth retirees, wealth accumulators, local families and SME owners across Kent, Sussex and London. The firm currently looks after around 2,000 clients with over £650m in assets under management, with individual client portfolios ranging from £150k to £20m. Advice spans pensions, investments, tax planning, cashflow modelling, retirement planning and protection, alongside more specialist areas such as VCT and EIS schemes. Crucially, advisers here are not targeted. The firm's philosophy is built on delivering the best possible client outcomes rather than accumulating AUM - an approach underpinned by longstanding referral relationships with local accountancy and solicitor practices. This is a multi-award-winning business that is genuinely embedded in its local community, actively supporting events and championing charitable causes. Exceptional client care sits at the heart of everything they do, reflected in outstanding retention rates - some client relationships stretch back more than 20 years. Advisers are supported by an experienced, pooled team of Administrators and Paraplanners across two offices, all of whom are encouraged to develop professionally and personally through ongoing CPD and industry exams. The Managing Director is creating a brand-new Financial Planner position. You will inherit established client relationships from advisers approaching retirement, giving you an immediate, high-quality client bank from day one. Beyond servicing existing clients, you will be keen to build relationships with businesses and stakeholders across Kent, helping to broaden the firm's reach and reputation. You will benefit from dedicated administration and paraplanning support throughout. About you: Experience within an independent wealth planning firm Chartered status, or the ambition and drive to work towards it A genuine commitment to client-first financial planning The appetite to develop new relationships and grow the business If this role sounds of interest - or you'd like to hear about other opportunities I'm currently working on - please get in touch with Jo at Financial Divisions.
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
Jul 23, 2026
Full time
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
Independent Financial Adviser (IFA) - Ready-Made Client Bank £40m AUM to Inherit Location: Near Watford Salary: Up to £65,000 DOE + Excellent Bonus & Validation Structure Job Type: Full-Time Permanent Hybrid Working: Available after successful probation Step into an Adviser role with an established client bank from day one. If you're an experienced Financial Adviser looking for quality clients rather than chasing leads, this could be the opportunity you've been waiting for. A highly respected, independent financial planning firm near Watford has recently acquired a substantial client portfolio and is looking for an ambitious Adviser to take ownership of an existing bank of approximately 200 loyal clients with around £40 million in Assets Under Management . With a strong support team behind you and a genuine long-term career path, you'll be able to focus on what you do best-building trusted client relationships and delivering exceptional financial advice. What's on Offer? Ready-made client bank of approximately 200 clients Around £40 million AUM to service, retain and develop Salary up to £65,000 (DOE) Attractive bonus and validation structure Hybrid working following probation Full paraplanning and administrative support Join a friendly, collaborative and highly respected independent advice firm Genuine long-term career prospects within a growing business The Role As an Independent Financial Adviser, you'll take responsibility for an established portfolio while continuing to build lasting relationships through outstanding advice and service. Your responsibilities will include: Providing holistic independent financial advice across pensions, investments, retirement planning and protection Managing and developing an inherited client portfolio Conducting annual reviews and ongoing financial planning meetings Identifying opportunities for additional planning needs and referrals Working closely with an experienced paraplanning and administration team to deliver an outstanding client experience Maintaining accurate client records and ensuring all advice meets FCA and compliance standards Keeping up to date with legislative and regulatory developments About You We're looking for an Adviser who enjoys building long-term client relationships and takes pride in delivering high-quality financial planning. You'll ideally have: Experience as an Independent Financial Adviser within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments and protection Experience managing and growing existing client relationships Excellent communication and interpersonal skills A proactive and professional approach Strong organisational skills with excellent attention to detail Qualifications Level 4 Diploma in Financial Planning (Essential) CAS Status preferred Advanced qualifications would be advantageous but are not essential A Business That Invests in Its People You'll be joining a well-established advice practice with an experienced and supportive team comprising: 4 Advisers Support Staff Dedicated Paraplanner The business has built an excellent reputation for putting clients first while creating an enjoyable, collaborative working environment where Advisers are fully supported and encouraged to build long-term careers. Technology Industry-leading back-office planning software Why This Opportunity? Opportunities to inherit a well-established client bank of this size don't come along often. Rather than spending your time prospecting, you'll join a business that will provide you with an existing, engaged client base, comprehensive operational support and the autonomy to deliver exceptional advice while continuing to grow your career. If you're looking for a role where you can make an immediate impact and become part of a successful, growing independent financial planning firm, we'd love to hear from you. For a confidential discussion, please contact Sam at Financial Divisions today.
Jul 23, 2026
Full time
Independent Financial Adviser (IFA) - Ready-Made Client Bank £40m AUM to Inherit Location: Near Watford Salary: Up to £65,000 DOE + Excellent Bonus & Validation Structure Job Type: Full-Time Permanent Hybrid Working: Available after successful probation Step into an Adviser role with an established client bank from day one. If you're an experienced Financial Adviser looking for quality clients rather than chasing leads, this could be the opportunity you've been waiting for. A highly respected, independent financial planning firm near Watford has recently acquired a substantial client portfolio and is looking for an ambitious Adviser to take ownership of an existing bank of approximately 200 loyal clients with around £40 million in Assets Under Management . With a strong support team behind you and a genuine long-term career path, you'll be able to focus on what you do best-building trusted client relationships and delivering exceptional financial advice. What's on Offer? Ready-made client bank of approximately 200 clients Around £40 million AUM to service, retain and develop Salary up to £65,000 (DOE) Attractive bonus and validation structure Hybrid working following probation Full paraplanning and administrative support Join a friendly, collaborative and highly respected independent advice firm Genuine long-term career prospects within a growing business The Role As an Independent Financial Adviser, you'll take responsibility for an established portfolio while continuing to build lasting relationships through outstanding advice and service. Your responsibilities will include: Providing holistic independent financial advice across pensions, investments, retirement planning and protection Managing and developing an inherited client portfolio Conducting annual reviews and ongoing financial planning meetings Identifying opportunities for additional planning needs and referrals Working closely with an experienced paraplanning and administration team to deliver an outstanding client experience Maintaining accurate client records and ensuring all advice meets FCA and compliance standards Keeping up to date with legislative and regulatory developments About You We're looking for an Adviser who enjoys building long-term client relationships and takes pride in delivering high-quality financial planning. You'll ideally have: Experience as an Independent Financial Adviser within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments and protection Experience managing and growing existing client relationships Excellent communication and interpersonal skills A proactive and professional approach Strong organisational skills with excellent attention to detail Qualifications Level 4 Diploma in Financial Planning (Essential) CAS Status preferred Advanced qualifications would be advantageous but are not essential A Business That Invests in Its People You'll be joining a well-established advice practice with an experienced and supportive team comprising: 4 Advisers Support Staff Dedicated Paraplanner The business has built an excellent reputation for putting clients first while creating an enjoyable, collaborative working environment where Advisers are fully supported and encouraged to build long-term careers. Technology Industry-leading back-office planning software Why This Opportunity? Opportunities to inherit a well-established client bank of this size don't come along often. Rather than spending your time prospecting, you'll join a business that will provide you with an existing, engaged client base, comprehensive operational support and the autonomy to deliver exceptional advice while continuing to grow your career. If you're looking for a role where you can make an immediate impact and become part of a successful, growing independent financial planning firm, we'd love to hear from you. For a confidential discussion, please contact Sam at Financial Divisions today.
Graduate Trainee - Wealth Management London (City) / Hybrid £25,000-£30,000 + Full Study Support + Discretionary Bonus A boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management - not just take a job. The Role This is a true entry-level position with a clear, structured development pathway. You'll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base. Your responsibilities will include: Handling Letters of Authority (LOAs) and liaising with third-party providers Onboarding new business and ensuring documentation is fully FCA compliant Preparing client meeting documentation using FE Analytics Taking on increasing responsibility as your knowledge and experience grow Your Development The firm is fully committed to your progression, offering: Full study support toward the Level 4 Diploma Ongoing mentoring from experienced professionals A defined progression route into a Trainee Paraplanner role A close-knit, supportive team invested in your long-term growth About You Excellent communication skills, with the confidence to liaise with internal and external stakeholders A genuine eye for detail and accuracy Willing to start at the bottom and progress the traditional way within an IFA structure Internship or work experience in Wealth Management (or similar) is a requirement Opportunities like this in boutique IFA firms don't come around often - if you're serious about a career in Wealth Management, apply ASAP. Apply now or contact Joanna at Financial Divisions directly
Jul 23, 2026
Full time
Graduate Trainee - Wealth Management London (City) / Hybrid £25,000-£30,000 + Full Study Support + Discretionary Bonus A boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management - not just take a job. The Role This is a true entry-level position with a clear, structured development pathway. You'll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base. Your responsibilities will include: Handling Letters of Authority (LOAs) and liaising with third-party providers Onboarding new business and ensuring documentation is fully FCA compliant Preparing client meeting documentation using FE Analytics Taking on increasing responsibility as your knowledge and experience grow Your Development The firm is fully committed to your progression, offering: Full study support toward the Level 4 Diploma Ongoing mentoring from experienced professionals A defined progression route into a Trainee Paraplanner role A close-knit, supportive team invested in your long-term growth About You Excellent communication skills, with the confidence to liaise with internal and external stakeholders A genuine eye for detail and accuracy Willing to start at the bottom and progress the traditional way within an IFA structure Internship or work experience in Wealth Management (or similar) is a requirement Opportunities like this in boutique IFA firms don't come around often - if you're serious about a career in Wealth Management, apply ASAP. Apply now or contact Joanna at Financial Divisions directly
