This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of £26,000 - £32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 17, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of £26,000 - £32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Mar 17, 2026
Full time
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
Mar 17, 2026
Contractor
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
Mar 17, 2026
Full time
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
An established and growing Independent Financial Advisory firm in Reading is looking to appoint an IFA Adviser who is ready to take the next step in their career. This is an excellent opportunity for either: A Senior Paraplanner looking to move into a client-facing adviser role, or An Adviser with around 12 months' client-facing experience who wants to further develop within a supportive, high-quality firm. The Opportunity You'll be joining a business that genuinely invests in its advisers, offering strong mentoring, ongoing development, and a clear pathway for progression. The role provides exposure to a broad client base and the chance to build confidence and capability as a trusted adviser. Key Highlights Supportive transition into (or continued development within) a client-facing role High-quality advice-led environment Clear career progression and long-term opportunity Competitive remuneration with strong bonus potential Package Salary: circa £50,000 Bonus: attractive, performance-related scheme If you're an ambitious professional looking to progress your career within a respected IFA firm, this is a role worth exploring. If this sounds of interest, please feel free to contact Sam at Financial Divisions for more information, or simply reply to this email for a confidential discussion.
Mar 17, 2026
Full time
An established and growing Independent Financial Advisory firm in Reading is looking to appoint an IFA Adviser who is ready to take the next step in their career. This is an excellent opportunity for either: A Senior Paraplanner looking to move into a client-facing adviser role, or An Adviser with around 12 months' client-facing experience who wants to further develop within a supportive, high-quality firm. The Opportunity You'll be joining a business that genuinely invests in its advisers, offering strong mentoring, ongoing development, and a clear pathway for progression. The role provides exposure to a broad client base and the chance to build confidence and capability as a trusted adviser. Key Highlights Supportive transition into (or continued development within) a client-facing role High-quality advice-led environment Clear career progression and long-term opportunity Competitive remuneration with strong bonus potential Package Salary: circa £50,000 Bonus: attractive, performance-related scheme If you're an ambitious professional looking to progress your career within a respected IFA firm, this is a role worth exploring. If this sounds of interest, please feel free to contact Sam at Financial Divisions for more information, or simply reply to this email for a confidential discussion.
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients.
Mar 17, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients.
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive. We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings. Required Experience: Hold at least level 4 status and ideally be looking to keep going. Have experience of using Intelligent Office, FE Analytics & cashflow software. We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can. In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Mar 17, 2026
Full time
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive. We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings. Required Experience: Hold at least level 4 status and ideally be looking to keep going. Have experience of using Intelligent Office, FE Analytics & cashflow software. We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can. In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
Mar 17, 2026
Full time
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
Mar 17, 2026
Full time
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office Hands-on involvement in cash flow modelling, investment reviews, and technical report writing You'll join client meetings and have a voice in strategic conversations Work with senior advisers who value people as much as performance Competitive salary - up to £60,000 DOE Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home. If you're a Paraplanner who wants more impact and more visibility in their next role, let's talk. We are also looking for a Senior Administrator for the same client due to a busy workload.
Mar 17, 2026
Full time
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office Hands-on involvement in cash flow modelling, investment reviews, and technical report writing You'll join client meetings and have a voice in strategic conversations Work with senior advisers who value people as much as performance Competitive salary - up to £60,000 DOE Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home. If you're a Paraplanner who wants more impact and more visibility in their next role, let's talk. We are also looking for a Senior Administrator for the same client due to a busy workload.
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period. Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package. This would suit professional and proactive candidates looking for a role that provides earnings directly related to performance.
Mar 17, 2026
Full time
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period. Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package. This would suit professional and proactive candidates looking for a role that provides earnings directly related to performance.
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
Mar 17, 2026
Full time
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Mar 17, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
Mar 17, 2026
Full time
Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Mar 17, 2026
Full time
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
