25 jobs found

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: W orking closely with the Director and Principal Adviser , this role provides an exceptional opportunity to learn to become a trusted independent financial adviser click apply for full job details

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday Friday, 9am 5pm Salary: Up to £30,000 per annum, depending on experience

This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial r click apply for full job details

Financial Adviser / IFA / Independent Financial Advisor / FPC / CAS / QCA / CII / Locations available Southeast, Surrey, East Sussex, Uckfield, Brighton total package OTE £100 000 + excellent benefits. One of our leading clients is looking to recruit a number of Financial Advisers. Flexible Southeast locations including Surrey, East Sussex, Uckfield, Brighton and around these areas click apply for full job details

Your new company Due to continued growth, an excellent opportunity has arisen for a Financial Adviser within a well-established, progressive and independently-owned financial advisory company. The company has grown year-on-year in the last 5 years and is continuing this growth through a combination of promoting from within and new acquisitions, providing advisers with good clients to work with click apply for full job details

Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

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.

Client Services Administrator Location: Bath Job Type: Full-time - 4 days office 1 day home working We are seeking a IFA Client Services Administrator to provide a friendly, efficient, and professional administrative and business processing service. This role is ideal for someone who is a team player and is looking to make a significant impact in supporting financial planning services. Day-to-day of the role: Provide business processing services to advisers, including handling mortgages, protection, pensions, and investments. Process withdrawals of cash from investments on behalf of clients, following instructions from advisers. Use various provider websites to process business online as necessary. Scan all business documentation and upload it to the back office system. Produce valuation reports for client review meetings and ensure the audit of client data is up to date. Chase providers to ensure business has been completed successfully and that policy documents/contract notes are received. Respond to emails from clients, advisers, and providers promptly and professionally. Amend policy details on the back office system as required. Handle incoming calls in a professional and friendly manner, redirecting calls or taking messages as needed. Provide cover for other offices when necessary, including handling telephone calls and covering for holiday absences. Greet clients attending meetings and provide hospitality assistance during internal boardroom meetings. Maintain a tidy office environment and ensure advisers are replenished with necessary stationery items. Manage the reception of incoming post and prepare outgoing post, including visits to the post office when necessary. Maintain up-to-date knowledge of provider websites and any changes in their procedures. Required Skills & Qualifications: Working within financial services, ideally financial planning / welath management within an admin /pa support capacity Professional appearance and confident manner. Excellent written and oral communication skills. Accurate data input skills. Methodical and organised approach with excellent attention to detail. Proficient in Microsoft Outlook, Word, and Excel. Ability to use own initiative and work independently. No specific requirement for professional exams, but opportunities to take CeMAP and Financial Planning exams are available for further industry understanding. Benefits: Competitive salary. Opportunities for professional development and certifications. Supportive team environment. Modern office facilities. To apply for the Client Services Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Self-Employed Independent Financial Adviser (IFA) Location: Surrey Earnings: Negotiable based on experience and client bank Job Type: Self-Employed Full-time Job Description A respected and growing financial planning firm in Surrey is looking to partner with a Chartered Independent Financial Adviser on a self-employed basis . This is a fantastic opportunity for an experienced adviser seeking autonomy, high-quality support, and access to a well-established client base. What We're Looking For Chartered IFA Proven experience in an IFA role, ideally self-employed Self-motivated and entrepreneurial mindset Strong client relationship and communication skills Ability to work independently while being part of a collaborative team Why Partner With Us? Flexible earnings - negotiable based on experience and client base High-quality inbound leads from the region's leading estate agency group Supportive infrastructure - admin, paraplanning, and compliance Not a corporate - more autonomy and personal touch Opportunity to grow your client bank Collaborative team culture Apply today to explore a self-employed IFA opportunity with a firm that values independence, quality, and long-term growth.

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

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

We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary up to £40,000, dependent on experience 22 days holiday + bank holidays Death in service To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.

Independent Financial Adviser (IFA) - Self-Employed - 60% to 80% Revenue Splits Location: London (Hybrid/Remote) Salary: Self-Employed Uncapped earnings Revenue splits from 60% to 80% Take control of your career with the flexibility and support you deserve. A highly respected, fully independent financial planning firm is seeking an experienced Independent Financial Adviser (IFA) to join their growing team on a self-employed basis . This is an excellent opportunity for an ambitious adviser who wants the freedom to build and manage their own client portfolio, with the full backing of a professional and supportive infrastructure. The firm works with high-net-worth individuals, professionals, and international clients, offering whole-of-market access and truly tailored financial solutions. With no sales targets, no bias towards specific products, and revenue splits from 60% to 80% , this is a chance to take ownership of your business while focusing on delivering outstanding advice. What's on offer: Self-employed role with industry-leading revenue splits (60% to 80%) Full back-office support - including compliance, paraplanning, and administration Hybrid or remote working with flexible use of London office space Unrestricted whole-of-market proposition Established brand with premium marketing and lead generation options Market-leading technology, including secure client portals and cashflow modelling Diverse and inclusive team culture, with ESG principles at the core Opportunities to work with UK and international clients , including expats and US-connected individuals Uncapped earnings potential with no ceiling on your success About you: Level 4 Diploma qualified (as a minimum) Experience as an Independent Financial Adviser (IFA) working with high-net-worth clients Ability to provide holistic financial planning across pensions, investments, tax planning, and estate planning Self-motivated with a professional, client-first approach Ideally, experience with cross-border, expat, or US-connected client advice Entrepreneurial mindset with the drive to grow your own portfolio Key responsibilities: Deliver independent financial advice tailored to individual client needs Build and maintain strong, long-term relationships with clients Manage your own diary and client portfolio, with operational support from the firm Provide advice across pensions, investments, tax strategies, estate planning, and cross-border considerations Work collaboratively with internal specialists and support teams to achieve the best client outcomes Ready to build the career you deserve? If you are an experienced IFA seeking the freedom to run your own business, with the support of a successful and forward-thinking team behind you, we would love to hear from you. Apply now to arrange a confidential discussion.Flexible opportunities available across London and the UK.

Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.