18 jobs found

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.

Junior Paraplanner: Technical Development Role Location: Wakefield Salary: 25,000 - 28,000 (Up to 15% Bonus) About Navigation Wealth Management (NWM) At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People (Navigation IS Family) . As a rapidly growing Partner Practice, we are dedicated to investing in our team's development, providing clear paths for professional growth and reward. We are actively expanding and invite a highly motivated individual to join our team as a Junior Paraplanner to grow with us. The Opportunity: Develop Your Paraplanning Career This role is perfectly suited for an ambitious individual who has experience of technical report writing and has already achieved the RO1 qualification (or higher) and is committed to pursuing further professional qualifications (e.g., Diploma in Regulated Financial Planning). As a Junior Paraplanner, you will receive hands-on training and work directly alongside our experienced Paraplanners, Financial Advisers, and Directors. You will build your technical foundation, learn the entire advice process, and gain critical experience in research, analysis, report writing and the use of AI systems. Core Responsibilities: Learning & Support Under the guidance of senior staff, your responsibilities will focus on foundational technical support and administrative tasks: Case Analysis Support: Assist in gathering, analysing, and summarising client data to support the Financial Adviser's recommendations, producing AI-based suitability letters. Research: Conduct basic technical research to help identify suitable financial solutions for specific client objectives across core areas: Retirement Planning Investment Planning Protection Planning Suitability Drafting: Assist in preparing the initial drafts of suitability letters and supporting documentation for review by Advisers. Implementation Support: Support the implementation of client recommendations and assist the Administrative team with necessary applications and paperwork. Process Compliance: Maintain a detailed knowledge of the firm's compliance procedures and assist in ensuring client files are accurately documented and maintained. Knowledge Development: Actively keep abreast of changing legislation and regulation, committing to continuous professional development. Adviser Liaison: Liaise with the advice guidance department on technical aspects of cases and communicate clearly with Advisers regarding case progress. Candidate Profile: Your Skills and Ambition We are looking for a candidate with a strong foundation in financial services and a commitment to professional growth: Essential Qualification: Must hold the CII (or equivalent) RO1 qualification, or higher. Aspiration: A clear desire to progress toward the full Diploma in Regulated Financial Planning. Technical Aptitude: Ability to absorb new technical information quickly and apply basic regulatory knowledge. Accuracy: Excellent attention to detail and a commitment to producing accurate work. Communication: Strong written and verbal communication skills for effective internal and external liaison. Attitude: A proactive, positive, and dedicated team player who thrives in a learning environment. What We Offer: Competitive Salary: 25,000 - 28,000 per year (depending on experience) plus a comprehensive benefits package. Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range. Discretionary Bonus: Potential to earn up to 15% of your salary , split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%). Holidays: 25 days annual leave plus all UK bank holidays. Pensions: Workplace Pension Scheme provided. Life Assurance: Death in Service Benefit of 4 x annual salary . Extra Perk: Appraisal Reward Day. Working Pattern: 35 hours per week (hybrid working). Monday - Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

SIPP Accounts Executive Leicester (Our Ref AL1395) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry expe click apply for full job details

Trainee Recruitment Consultant - Trades & Labour - Reading 28k - 30k per annum (DOE) + OTE earnings Joining Daniel Owen as a Trainee Recruitment Consultant isn't just another job in recruitment, it's the start of a journey that shows you exactly what a sales role should be. Think growth, goal-smashing, and celebrating the wins with unforgettable incentives and good times along the way. We live by the motto work hard, play hard. We give back to our communities. We empower our people to rise, lead, and thrive. At Daniel Owen, you'll see your progression path clearly laid out in front of you and we'll help you climb it. You'll be constantly developing, surrounded by a team that pushes you to become the best version of yourself. Big goals? We love them. Ambition? We reward it. Energy? We match it. This is your chance to be part of something bold, fast-moving, and full of opportunity. Our Reading team is looking for a Trainee Recruitment Consultant to take on a live, active desk in the booming trades and labour sector. With existing clients and candidates waiting, you'll be billing from day one. This isn't your typical 9-5. You'll spend four days in our buzzing office and one full day each week out on site, meeting clients and candidates face-to-face. It's the perfect mix of desk-based success and real-world relationship building. Your impact/duties as a Trainee Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations Extra benefits of working as a Trainee Recruitment Consultant at Daniel Owen: Flexible Benefits: 23 days holiday per year, increasing each year up to your 5th year plus day off for your birthday Health and Well-Being: Contributory pension, private health care and life assurance. Director Incentives: Quarterly lunch incentives and personal treat vouchers Loyalty: Increased holiday with length of service and a gift of your choice at each milestone Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: We offer a Daniel Owen Academy for junior members of staff taking you through 12 weeks of group sessions and one to one training. Senior members of staff have their own tailored coaching and development which is typically carried out by a board member. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. The Ideal Candidate for a Trainee Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative If you envision a future where you're evolving, and making a significant impact within our dynamic team, please reach out to our Talent Acquisition Team for a confidential conversation. REGION123

SIPP Accounts Executive Leicester (Our Ref AL1395) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experience My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their Best Advisor to Work for award, 3 years running. The role To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner. Knowledge, skills and abilities Knowledge of the SIPP and associated products. Good technical knowledge of SIPPs and their use in financial planning Knowledge of other financial services legislation relevant to role Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods phone, letter, e-mail, memo, etc Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area Knowledge of Data Protection legislation relevant to role Knowledge of IT systems and programmes relevant to role Ability to work within level of authority and to refer work when appropriate Ability to create and maintain accurate computer-based records Remuneration and benefits Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. 24 days holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme Following completion of initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Trainee DC Pensions Technician Location: Hybrid / London EC2R 7AF, with up to 3 days working from home after an initial period of training. Salary: £25,250 a year. Up to £27,500 a year for an exceptional candidate with the relevant knowledge, skills and experience. Contract Type: Permanent click apply for full job details

Financial Adviser Taunton or Bristol (you chose) £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. Oh, and 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind - employed role with stability and benefits Servicing-led, not sales-led - your job is to look after clients well, not chase volume Multiple locations - based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression - part of an ambitious, expanding business with clear career pathways Proper support - you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (CII or equivalent) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Hit apply, or drop me a message for a quick chat. Ellis James Partners Recruitment for financial planning firms that actually get it

The starting salary for this position is 27,634 per annum based on a 36-hours working week. We are excited to be recruiting two Pensions Trainees to support our mission of delivering high-quality pension services. We have the following opportunities available: 1 Full-Time Permanent Contract - includes a structured rotation across teams within the Surrey Pension Service 1 Fixed-Term Contracts - until August 2026 Rewards and Benefits 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role Reporting to the Pensions Manager - Member Services , you will play a key role in operational delivery. Your responsibilities will include: Processing casework for new entrants and leavers of the pension scheme Recording and logging post and hard copy communications Supporting wider teams across the Surrey Pension Service as needed This is a fantastic opportunity to join our Trainee Team and gain hands-on experience in a dynamic and supportive environment, where you will have the opportunity to develop yourself within our programme (please see additional information in the below attachments). Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: A strong foundation in numeracy Proven customer service and organisational skills A keen eye for detail , a methodical approach , and excellent problem-solving abilities Whether you are starting your career or looking to build on existing skills, we will support your development every step of the way. Contact us Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment. Please contact us for any questions relating to the role. Please contact Ellie Calvert via email at . The job advert closes at 23:59 on 23/11/2025 with interviews planned to follow. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Please see more information here: Information for applicants on Local Government Reorganisation - Surrey County Council Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.

Job Title: People HR Manager Location: St Albans Contract / Hour: Monday to Friday (9am-5pm) Salary: £48,000 - £55,000 per annum Industry: Professional Services Make a Real Impact Where People Come First Ourt client is looking for a People HR Manager to help them nurture a positive, progressive and high-performing culture where everyone can do their best work. Working closely with the Head of People, this is a hands-on role that balances strategic HR thinking with operational delivery. You'll lead and support key HR functions, champion employee wellbeing, and help shape the future of our workplace culture. Daily Responsibilities: HR Operations & Lifecycle Management Lead, coach and develop the People Officer. Manage all aspects of the employee lifecycle: oRecruitment & onboarding - attract and secure top talent. oInduction - ensure smooth integration and values alignment. oPayroll - manage the payroll process and authorise monthly reports. oPensions - ensure compliance with legislation. oPerformance - support line managers and drive continuous improvement. oInternal changes, probation, exits & offboarding. Keep HR policies and processes up to date, legally compliant, and in line with Lexcel/ISO standards. Support the creation of an HR data dashboard to analyse key people metrics and inform decisions. Employee Relations & Culture Be the first point of contact for HR queries, approachable, consistent, and solutions-focused. Manage employee relations casework with care and professionalism. Support return-to-work interviews and monitor absence patterns. Work with the Head of People on training needs analysis and, where appropriate, deliver in-house training. Assist with key people projects including apprenticeships, Trainee programmes, and L&D initiatives. Provide absence cover for People support roles. Stay ahead of developments in employment law and best practice, supporting our culture of continuous improvement. Essential skills & experience: Solid experience in a managerial or senior advisory HR role. Ideally experience within Law or professional services Experience managing high-volume, fast-paced HR operations. A relevant degree or CIPD Level 5 (or equivalent experience). A confident communicator with the ability to influence at all levels. Proven line management experience. A good understanding of current UK employment law. Strong IT skills and experience with HRIS systems. Comfortable using and interpreting HR data and metrics. Experience within professional services or a commercially driven environment. Discreet, trustworthy, and empathetic. Ready to Take the Next Step? If you're a proactive HR professional who thrives on making a difference, we'd love to hear from you. Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others, and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data.

IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

Role: Trainee Financial Planner Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role : Trainee Financial Adviser Location : London Our client, a well-established and successful financial planning firm, are looking for a trainee adviser to join the team; Ideally, the firm are looking for an adviser who has the base knowledge required to provide holistic independent advice. As a result, it is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities. Duties and Responsibilities You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your client's financial goals, needs, and objectives. You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information. You will command a strong ability to build and maintain long-term relationships with clients. You will have the ability to work individually as-well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.

Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.

Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.