This is an exciting opportunity for an experienced Philanthropy Manager, working closely with the Head of High Value Relationships, to deliver the Major Donor Strategy and grow this income stream and re-ignite major donor fundraising. The post holder will manage a portfolio of individual relationships to raise five figure donations in line with agreed income targets, with ambitions to grow significantly in subsequent years. Client Details Independent Age is a national charity steeped in history, dedicated to ending financial hardship in later life. The charity is a well-known campaigner for policy changes to combat poverty in later life. Their Helpline and expert advisers offer free, practical support to older people to increase their income, reduce their costs, ensure their have a roof over their head and the social care they need to live with dignity. Through their grants programme, they support hundreds of local organisations working with older people across the UK. Description Support the delivery of the wider Major Donor Strategy to grow this income stream and re-ignite major donor fundraising. Steward a portfolio of warm major donor prospects with a relationship-based, donor-centric approach to fundraising. Work closely with the Head of High Value Relationships, Senior Leadership Team and Trustees to cultivate relationships with cold prospects, inspiring five and six-figure philanthropic support. Undertake detailed prospect research, ensuring pipelines continue to build with new and aligned prospects. Contribute to the delivery of an events portfolio designed to strengthen engagement with major donor prospects. Collaborate with colleagues to produce and submit high quality and compelling funding asks. Profile Demonstrable experience of personally securing five figure+ gifts from major donor supporters. Experience managing and growing a pipeline of warm and cold major donor prospects. Demonstrable experience delivering high-level, bespoke stewardship with excellent communication skills to retain major donor support. Excellent influencing and negotiation skills with senior stakeholders. Demonstrable ability to project manage, collaborate, innovate, and take a creative approach to tasks. Passion for the mission of supporting older people facing financial hardship. Job Offer Salary - 46,227 per annum plus benefits. Permanent, hybrid working, full-time or part-time opportunity (i.e. 0.8 FTE, or 28 hours per week) Location - London W14, West Kensington Deadline: Monday 25th May 2026 at 9am. Applications require a tailored CV and a supporting statement. To arrange a confidential chat and to receive the full job description, please get in touch with Emma Winter, Business Director in the Charities team. Independent Age celebrates diversity and champions the differences that make each of us unique. They actively support and encourage people from a variety of backgrounds, experiences and skill sets to join them and help shape what they do. They aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure they are safeguarding those they work with. A Basic DBS Certificate will be required for this role.
May 19, 2026
Full time
This is an exciting opportunity for an experienced Philanthropy Manager, working closely with the Head of High Value Relationships, to deliver the Major Donor Strategy and grow this income stream and re-ignite major donor fundraising. The post holder will manage a portfolio of individual relationships to raise five figure donations in line with agreed income targets, with ambitions to grow significantly in subsequent years. Client Details Independent Age is a national charity steeped in history, dedicated to ending financial hardship in later life. The charity is a well-known campaigner for policy changes to combat poverty in later life. Their Helpline and expert advisers offer free, practical support to older people to increase their income, reduce their costs, ensure their have a roof over their head and the social care they need to live with dignity. Through their grants programme, they support hundreds of local organisations working with older people across the UK. Description Support the delivery of the wider Major Donor Strategy to grow this income stream and re-ignite major donor fundraising. Steward a portfolio of warm major donor prospects with a relationship-based, donor-centric approach to fundraising. Work closely with the Head of High Value Relationships, Senior Leadership Team and Trustees to cultivate relationships with cold prospects, inspiring five and six-figure philanthropic support. Undertake detailed prospect research, ensuring pipelines continue to build with new and aligned prospects. Contribute to the delivery of an events portfolio designed to strengthen engagement with major donor prospects. Collaborate with colleagues to produce and submit high quality and compelling funding asks. Profile Demonstrable experience of personally securing five figure+ gifts from major donor supporters. Experience managing and growing a pipeline of warm and cold major donor prospects. Demonstrable experience delivering high-level, bespoke stewardship with excellent communication skills to retain major donor support. Excellent influencing and negotiation skills with senior stakeholders. Demonstrable ability to project manage, collaborate, innovate, and take a creative approach to tasks. Passion for the mission of supporting older people facing financial hardship. Job Offer Salary - 46,227 per annum plus benefits. Permanent, hybrid working, full-time or part-time opportunity (i.e. 0.8 FTE, or 28 hours per week) Location - London W14, West Kensington Deadline: Monday 25th May 2026 at 9am. Applications require a tailored CV and a supporting statement. To arrange a confidential chat and to receive the full job description, please get in touch with Emma Winter, Business Director in the Charities team. Independent Age celebrates diversity and champions the differences that make each of us unique. They actively support and encourage people from a variety of backgrounds, experiences and skill sets to join them and help shape what they do. They aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure they are safeguarding those they work with. A Basic DBS Certificate will be required for this role.
This is a newly created role for an experienced Head of Corporate Partnerships to lead the development and delivery of a new strategy to grow income from corporate and commercial partnerships, which includes significant investment into high value fundraising streams. This role would suit an ambitious fundraiser who is motivated by the opportunity to lead a dynamic team to deliver major growth over the next few years. Client Details Independent Age is a national charity steeped in history, dedicated to ending financial hardship in later life. The charity is a well-known campaigner for policy changes to combat poverty in later life. Their Helpline and expert advisers offer free, practical support to older people to increase their income, reduce their costs, ensure their have a roof over their head and the social care they need to live with dignity. Through their grants programme, they support hundreds of local organisations working with older people across the UK. Description Develop and deliver a cohesive corporate fundraising strategy, prioritising strategic partnerships that are high value, long term and mutually beneficial. Lead the team to develop and deliver a portfolio of qualified five, six and seven figure corporate partnership opportunities to achieve annual and multi-year targets. Work collaboratively with the Leadership Team and colleagues to develop and maintain a compelling case for support and attractive commercial opportunities. Ensure the development of robust and strategic stewardship plans that engage donors with Independent Age's work and impact to retain and grow support. Represent the team at Senior Leadership and Board sub-committee meetings where relevant. Provide inspiring and effective leadership, direction and oversight as a member of the leadership team to maximise impact for older people facing financial hardship. Profile Proven track record in high-value corporate fundraising, including personally securing and managing six and seven figure partnerships. Significant experience shaping and implementing successful corporate fundraising strategies that deliver substantial income growth. Demonstrable success establishing a growth mindset and entrepreneurial approach within teams to develop commercial opportunities and fundraising channels. Experience developing partnerships, delivering service agreements and managing contractual targets from commissioned and/or commercial sources. Experienced leader with demonstrable success leading, inspiring and motivating high-performing fundraising and partnership teams. Commitment to contributing to a positive, supportive culture and championing Equity, Diversity and Inclusion. Job Offer Salary - 65,678 per annum plus benefits. Permanent, full-time leadership opportunity with hybrid working Location - London W14, West Kensington Deadline: Wednesday 27th May 2026 at 9am. Applications require a tailored CV and a supporting statement. To arrange a confidential chat and to receive the full job description, please get in touch with Emma Winter, Business Director in the Charities team. Independent Age celebrates diversity and champions the differences that make each of us unique. They actively support and encourage people from a variety of backgrounds, experiences and skill sets to join them and help shape what they do. They aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure they are safeguarding those they work with. A Basic DBS Certificate will be required for this role.
May 19, 2026
Full time
This is a newly created role for an experienced Head of Corporate Partnerships to lead the development and delivery of a new strategy to grow income from corporate and commercial partnerships, which includes significant investment into high value fundraising streams. This role would suit an ambitious fundraiser who is motivated by the opportunity to lead a dynamic team to deliver major growth over the next few years. Client Details Independent Age is a national charity steeped in history, dedicated to ending financial hardship in later life. The charity is a well-known campaigner for policy changes to combat poverty in later life. Their Helpline and expert advisers offer free, practical support to older people to increase their income, reduce their costs, ensure their have a roof over their head and the social care they need to live with dignity. Through their grants programme, they support hundreds of local organisations working with older people across the UK. Description Develop and deliver a cohesive corporate fundraising strategy, prioritising strategic partnerships that are high value, long term and mutually beneficial. Lead the team to develop and deliver a portfolio of qualified five, six and seven figure corporate partnership opportunities to achieve annual and multi-year targets. Work collaboratively with the Leadership Team and colleagues to develop and maintain a compelling case for support and attractive commercial opportunities. Ensure the development of robust and strategic stewardship plans that engage donors with Independent Age's work and impact to retain and grow support. Represent the team at Senior Leadership and Board sub-committee meetings where relevant. Provide inspiring and effective leadership, direction and oversight as a member of the leadership team to maximise impact for older people facing financial hardship. Profile Proven track record in high-value corporate fundraising, including personally securing and managing six and seven figure partnerships. Significant experience shaping and implementing successful corporate fundraising strategies that deliver substantial income growth. Demonstrable success establishing a growth mindset and entrepreneurial approach within teams to develop commercial opportunities and fundraising channels. Experience developing partnerships, delivering service agreements and managing contractual targets from commissioned and/or commercial sources. Experienced leader with demonstrable success leading, inspiring and motivating high-performing fundraising and partnership teams. Commitment to contributing to a positive, supportive culture and championing Equity, Diversity and Inclusion. Job Offer Salary - 65,678 per annum plus benefits. Permanent, full-time leadership opportunity with hybrid working Location - London W14, West Kensington Deadline: Wednesday 27th May 2026 at 9am. Applications require a tailored CV and a supporting statement. To arrange a confidential chat and to receive the full job description, please get in touch with Emma Winter, Business Director in the Charities team. Independent Age celebrates diversity and champions the differences that make each of us unique. They actively support and encourage people from a variety of backgrounds, experiences and skill sets to join them and help shape what they do. They aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure they are safeguarding those they work with. A Basic DBS Certificate will be required for this role.
A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in Sussex We are looking for an experienced and successful Financial Adviser and there is no need to bring clients with you This company has a great client base available for the successful candidate servicing HNW clients Full Paraplanning and Admin help from the start Base £65-75000 plus a fantastic commissions package on top You should easily earn 6 figures For more details call Jason at Astral
May 18, 2026
Full time
A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in Sussex We are looking for an experienced and successful Financial Adviser and there is no need to bring clients with you This company has a great client base available for the successful candidate servicing HNW clients Full Paraplanning and Admin help from the start Base £65-75000 plus a fantastic commissions package on top You should easily earn 6 figures For more details call Jason at Astral
Antony George Recruitment
Market Harborough, Leicestershire
Financial Adviser - Independent, Chartered Route Rugby, Market Harborough £60,000 to £65,000 Hybrid Head Office (Market Harborough) and field-based across Warwickshire About the company We are a firm of Independent Financial Advisers based in Market Harborough, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Founded in 2009 and rated 4.9 / 5 on VouchedFor, we work with individuals and businesses across the Midlands, London and the wider UK. Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking & Finance. Independence matters here - we have no affiliation with any provider, so every recommendation is built around the client. The opportunity A long-standing Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire. This is not a cold-start. You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm. The ideal candidate joins us in August or September 2026. What You'll Be Doing Take ownership of a mature client bank of 100+ individuals, families and business owners across Warwickshire and the wider Midlands Shadow the retiring adviser on review meetings until full handover in late 2027 Deliver bespoke, holistic financial planning - pensions, retirement, investments, IHT, protection Use the freedom of true independence: whole-of-market product choice and flexible charging Bring modern tech (including AI tooling) into how you research, plan and prepare for clients Who we are looking for Living in or near Rugby (or willing to relocate) so you can serve the Warwickshire client base efficiently Diploma-qualified and working towards Chartered (Level 6) status Background with a larger firm - you appreciate having more freedom around investment choice, flexible charging and modern tools Confident with face-to-face advice and remote/phone reviews in equal measure Full UK driving licence and own vehicle (car allowance provided) Approachable, credible and genuinely interested in long-term client relationships Package Base salary £60,000 - £65,000 Car allowance £400 per month Employer pension 5% Equipment Laptop & full kit Bonus 40% of earnings over 4 salary 25 Days plus bank holidays Development, continued support to complete Chartered status
May 18, 2026
Full time
Financial Adviser - Independent, Chartered Route Rugby, Market Harborough £60,000 to £65,000 Hybrid Head Office (Market Harborough) and field-based across Warwickshire About the company We are a firm of Independent Financial Advisers based in Market Harborough, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Founded in 2009 and rated 4.9 / 5 on VouchedFor, we work with individuals and businesses across the Midlands, London and the wider UK. Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking & Finance. Independence matters here - we have no affiliation with any provider, so every recommendation is built around the client. The opportunity A long-standing Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire. This is not a cold-start. You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm. The ideal candidate joins us in August or September 2026. What You'll Be Doing Take ownership of a mature client bank of 100+ individuals, families and business owners across Warwickshire and the wider Midlands Shadow the retiring adviser on review meetings until full handover in late 2027 Deliver bespoke, holistic financial planning - pensions, retirement, investments, IHT, protection Use the freedom of true independence: whole-of-market product choice and flexible charging Bring modern tech (including AI tooling) into how you research, plan and prepare for clients Who we are looking for Living in or near Rugby (or willing to relocate) so you can serve the Warwickshire client base efficiently Diploma-qualified and working towards Chartered (Level 6) status Background with a larger firm - you appreciate having more freedom around investment choice, flexible charging and modern tools Confident with face-to-face advice and remote/phone reviews in equal measure Full UK driving licence and own vehicle (car allowance provided) Approachable, credible and genuinely interested in long-term client relationships Package Base salary £60,000 - £65,000 Car allowance £400 per month Employer pension 5% Equipment Laptop & full kit Bonus 40% of earnings over 4 salary 25 Days plus bank holidays Development, continued support to complete Chartered status
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
May 18, 2026
Full time
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services. Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process & Compliance Manage the full mortgage process - application, submission, and follow-through to completion. Ensure all recommendations follow regulatory requirements and internal compliance standards. Maintain accurate, up-to-date client records and documentation. Stay informed on current mortgage products, lending criteria, and market changes. Performance & Business Development Work proactively to convert leads into completed mortgage applications. Develop and maintain strong relationships with referral partners to maximise lead flow. Meet agreed performance targets for activity, compliance, and customer satisfaction. Identify additional opportunities for appropriate protection products and financial solutions. Skills & Experience Required CeMAP (or equivalent) qualification - essential . Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor. Strong understanding of mortgage products, underwriting processes, and lender criteria. Excellent communication and rapport-building skills. Ability to work independently and manage a busy pipeline of clients. High level of professionalism, customer focus, and attention to detail. What We Offer Competitive commission structure and generous earning potential. High-quality, consistent lead sources. Full administrative and compliance support. Opportunities for progression, development, and additional qualifications. Office-based, Hybrid or self-employed models available depending on location and business structure. A supportive, collaborative working culture with strong operational backing. Ideal Candidate Profile We're looking for someone who is: Confident in giving regulated mortgage and protection advice. Highly driven, proactive, and thrives in a sales-through-service environment. Able to build trust quickly with clients and partners. Organised and capable of managing multiple cases at varying stages. Motivated for both customer outcomes and commercial success
May 18, 2026
Full time
About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services. Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process & Compliance Manage the full mortgage process - application, submission, and follow-through to completion. Ensure all recommendations follow regulatory requirements and internal compliance standards. Maintain accurate, up-to-date client records and documentation. Stay informed on current mortgage products, lending criteria, and market changes. Performance & Business Development Work proactively to convert leads into completed mortgage applications. Develop and maintain strong relationships with referral partners to maximise lead flow. Meet agreed performance targets for activity, compliance, and customer satisfaction. Identify additional opportunities for appropriate protection products and financial solutions. Skills & Experience Required CeMAP (or equivalent) qualification - essential . Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor. Strong understanding of mortgage products, underwriting processes, and lender criteria. Excellent communication and rapport-building skills. Ability to work independently and manage a busy pipeline of clients. High level of professionalism, customer focus, and attention to detail. What We Offer Competitive commission structure and generous earning potential. High-quality, consistent lead sources. Full administrative and compliance support. Opportunities for progression, development, and additional qualifications. Office-based, Hybrid or self-employed models available depending on location and business structure. A supportive, collaborative working culture with strong operational backing. Ideal Candidate Profile We're looking for someone who is: Confident in giving regulated mortgage and protection advice. Highly driven, proactive, and thrives in a sales-through-service environment. Able to build trust quickly with clients and partners. Organised and capable of managing multiple cases at varying stages. Motivated for both customer outcomes and commercial success
A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in Sussex We are looking for an experienced and successful Financial Adviser and there is no need to bring clients with you This company has a great client base available for the successful candidate servicing HNW clients Full Paraplanning and Admin help from the start Base £65-75000 plus a fantastic commissions package on top You should easily earn 6 figures For more details call Jason at Astral
May 18, 2026
Full time
A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in Sussex We are looking for an experienced and successful Financial Adviser and there is no need to bring clients with you This company has a great client base available for the successful candidate servicing HNW clients Full Paraplanning and Admin help from the start Base £65-75000 plus a fantastic commissions package on top You should easily earn 6 figures For more details call Jason at Astral
London Paraplanner Opportunities! Award-Winning Independent Financial Planning Business Recruit Wealth are delighted to be representing one of London's highly regarded Independent Financial Planning businesses in their search for multiple talented Paraplanners. This is a genuinely exciting opportunity to join a fully independent, award-winning wealth management firm that continues to experience exceptional growth, adviser expansion and increasing client demand. With over 150 professionals across the business and in excess of £3 Billion Assets Under Management, our client has built an outstanding reputation for delivering truly holistic financial planning alongside first-class client care. As a result of continued growth and several newly appointed Financial Planners joining the business, there is now a significant need for additional Paraplanning support to help drive advice delivery and maintain the exceptional standards the firm is known for. The business is looking to appoint 2 to 3 experienced and technically capable Paraplanners to work closely alongside high-performing Financial Planners managing sophisticated and varied client portfolios. Why This Opportunity Stands Out Join a highly respected, fully independent financial planning business Work alongside successful, established Financial Planners Be part of a collaborative, professional and supportive culture Genuine long-term career development and progression opportunities Strong emphasis on professional development and qualifications Flexible and hybrid working arrangements available Excellent salary and comprehensive staff benefits package The Role This is a broad and technically focused Paraplanning position where you will play a key role in supporting advisers and helping deliver outstanding client outcomes. You will be heavily involved in: Preparing high-quality suitability reports Conducting technical research and analysis Supporting client review processes Assisting with portfolio and investment administration Working closely with advisers to deliver holistic financial planning solutions Key Responsibilities Client Support & Relationship Management Assist with onboarding new clients including KYC and AML processes Maintain accurate client records and investment documentation Respond to client and adviser queries professionally and efficiently Prepare documentation for client meetings and reviews Technical Research & Report Writing Conduct financial planning and investment research Build detailed suitability reports for adviser review Prepare technical analysis using FE Analytics and provider platforms Investment & Operational Support Process investment instructions and client transactions Support portfolio valuations and investment proposal preparation Liaise with platforms and providers regarding settlements and transfers Ensure all processes are completed accurately and efficiently Compliance & Regulatory Responsibilities Ensure adherence to FCA and internal compliance procedures Conduct AML, KYC and due diligence checks Maintain accurate and compliant client records at all times About You To be considered, applicants should ideally demonstrate: Minimum 1 to 2 years of competent Paraplanning experience Level 4 Diploma qualified (or close to completion) Strong technical knowledge across financial planning products and solutions Excellent written communication and report writing skills High attention to detail and organisational ability Experience using advanced financial planning back office systems A professional, team-oriented and proactive approach Excellent salaries, staff benefits and a professional, collaborative working culture are all available. Flex/Hybrid working is of course offered. Please get in touch with us here at Recruit Wealth for an immediate response to your application!
May 18, 2026
Full time
London Paraplanner Opportunities! Award-Winning Independent Financial Planning Business Recruit Wealth are delighted to be representing one of London's highly regarded Independent Financial Planning businesses in their search for multiple talented Paraplanners. This is a genuinely exciting opportunity to join a fully independent, award-winning wealth management firm that continues to experience exceptional growth, adviser expansion and increasing client demand. With over 150 professionals across the business and in excess of £3 Billion Assets Under Management, our client has built an outstanding reputation for delivering truly holistic financial planning alongside first-class client care. As a result of continued growth and several newly appointed Financial Planners joining the business, there is now a significant need for additional Paraplanning support to help drive advice delivery and maintain the exceptional standards the firm is known for. The business is looking to appoint 2 to 3 experienced and technically capable Paraplanners to work closely alongside high-performing Financial Planners managing sophisticated and varied client portfolios. Why This Opportunity Stands Out Join a highly respected, fully independent financial planning business Work alongside successful, established Financial Planners Be part of a collaborative, professional and supportive culture Genuine long-term career development and progression opportunities Strong emphasis on professional development and qualifications Flexible and hybrid working arrangements available Excellent salary and comprehensive staff benefits package The Role This is a broad and technically focused Paraplanning position where you will play a key role in supporting advisers and helping deliver outstanding client outcomes. You will be heavily involved in: Preparing high-quality suitability reports Conducting technical research and analysis Supporting client review processes Assisting with portfolio and investment administration Working closely with advisers to deliver holistic financial planning solutions Key Responsibilities Client Support & Relationship Management Assist with onboarding new clients including KYC and AML processes Maintain accurate client records and investment documentation Respond to client and adviser queries professionally and efficiently Prepare documentation for client meetings and reviews Technical Research & Report Writing Conduct financial planning and investment research Build detailed suitability reports for adviser review Prepare technical analysis using FE Analytics and provider platforms Investment & Operational Support Process investment instructions and client transactions Support portfolio valuations and investment proposal preparation Liaise with platforms and providers regarding settlements and transfers Ensure all processes are completed accurately and efficiently Compliance & Regulatory Responsibilities Ensure adherence to FCA and internal compliance procedures Conduct AML, KYC and due diligence checks Maintain accurate and compliant client records at all times About You To be considered, applicants should ideally demonstrate: Minimum 1 to 2 years of competent Paraplanning experience Level 4 Diploma qualified (or close to completion) Strong technical knowledge across financial planning products and solutions Excellent written communication and report writing skills High attention to detail and organisational ability Experience using advanced financial planning back office systems A professional, team-oriented and proactive approach Excellent salaries, staff benefits and a professional, collaborative working culture are all available. Flex/Hybrid working is of course offered. Please get in touch with us here at Recruit Wealth for an immediate response to your application!
Private Client Tax Senior Manager - Guildford, Surrey £75,000 - £90,000 + Hybrid Working Award-Winning Tax Team UHNW Client Base An outstanding opportunity for a CTA qualified Private Client Tax professional to join a highly regarded independent and multi-sited firm of Chartered Accountants and Tax Advisors with an award-winning and internationally recognised Private Client Tax offering. This is a rare opportunity within the Surrey and South East market to join a firm advising an exceptional client base more commonly associated with leading London practices. The firm acts for Ultra High Net Worth (UHNW) Individuals, entrepreneurial families, international private clients, trusts, estates and associated business interests offering exposure to complex and sophisticated client work typically found within Central London. Perhaps you are currently working within a London-based Private Client Tax team and are looking to step away from the pressures of the daily commute whilst continuing to work with a high-profile client base. The role offers the chance to maintain and further develop your exposure to complex private client matters within a balanced, collaborative and people-focused environment. Based in Guildford, Surrey, the role is easily commutable from Woking, Godalming, Farnham, Weybridge, Leatherhead, Haslemere and surrounding areas, with excellent transport links into London and across the South East. The firm has built an excellent reputation for the quality of its advice, long-standing client relationships and supportive culture. You will work closely with highly experienced Partners and senior professionals on UK and international private client matters. The Role The Private Client Tax Senior Manager role will involve a blend of compliance, advisory and relationship-led work whilst acting as a trusted adviser to a portfolio of clients. Responsibilities will include: Managing a portfolio of high-net-worth and ultra high-net-worth individuals, families, trusts and estates Reviewing complex personal tax returns prepared by junior members of the team Delivering work across estate planning, inheritance tax planning, wealth structuring and residency matters Advising on UK and international private client tax issues Supporting clients with HMRC enquiries and investigations Working closely with Partners on complex client matters and relationship management Identifying opportunities to enhance clients' tax positions Supporting and mentoring junior members of the Private Client Tax team This Private Client Tax Senior Manager position offers genuine variety and the opportunity to work on intellectually engaging and technically strong assignments within a supportive and highly respected team. This Guildford-based Private Client Tax team continues to attract high-quality UK and international clients across Surrey, London and the South East. About You - Key Skills and Experience CTA qualified Strong Private Client Tax experience gained within a professional practice environment Experience advising high-net-worth and ultra high-net-worth individuals Exposure to trusts, estates and international private client matters would be highly advantageous Excellent communication and relationship management skills Strong technical knowledge with the ability to provide practical and commercial advice Organised with the ability to manage deadlines within a fast-paced environment Collaborative and professional approach Why Consider This Opportunity? Award-winning and internationally recognised Private Client Tax offering Independent and highly respected multi-sited firm Exceptional quality client base rarely found outside London Exposure to complex UK and international client work Supportive and collaborative culture Hybrid and flexible working environment Strong long-term career progression opportunities Opportunity to work closely with highly experienced Partners and senior tax professionals Salary band IRO £75,000 - £90,000 set by Fletcher George This is an excellent opportunity for an ambitious Private Client Tax Senior Manager looking to join one of the strongest Private Client Tax offerings within the Surrey and South East market whilst avoiding many of the pressures often associated with larger London firms. Next Steps Apply now for this Private Client Tax Senior Manager role in Guildford and we will be in touch with suitable applicants within 48 hours. For a confidential discussion about this opportunity or the wider Private Client Tax market, please contact Fletcher George Recruitment directly. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
May 18, 2026
Full time
Private Client Tax Senior Manager - Guildford, Surrey £75,000 - £90,000 + Hybrid Working Award-Winning Tax Team UHNW Client Base An outstanding opportunity for a CTA qualified Private Client Tax professional to join a highly regarded independent and multi-sited firm of Chartered Accountants and Tax Advisors with an award-winning and internationally recognised Private Client Tax offering. This is a rare opportunity within the Surrey and South East market to join a firm advising an exceptional client base more commonly associated with leading London practices. The firm acts for Ultra High Net Worth (UHNW) Individuals, entrepreneurial families, international private clients, trusts, estates and associated business interests offering exposure to complex and sophisticated client work typically found within Central London. Perhaps you are currently working within a London-based Private Client Tax team and are looking to step away from the pressures of the daily commute whilst continuing to work with a high-profile client base. The role offers the chance to maintain and further develop your exposure to complex private client matters within a balanced, collaborative and people-focused environment. Based in Guildford, Surrey, the role is easily commutable from Woking, Godalming, Farnham, Weybridge, Leatherhead, Haslemere and surrounding areas, with excellent transport links into London and across the South East. The firm has built an excellent reputation for the quality of its advice, long-standing client relationships and supportive culture. You will work closely with highly experienced Partners and senior professionals on UK and international private client matters. The Role The Private Client Tax Senior Manager role will involve a blend of compliance, advisory and relationship-led work whilst acting as a trusted adviser to a portfolio of clients. Responsibilities will include: Managing a portfolio of high-net-worth and ultra high-net-worth individuals, families, trusts and estates Reviewing complex personal tax returns prepared by junior members of the team Delivering work across estate planning, inheritance tax planning, wealth structuring and residency matters Advising on UK and international private client tax issues Supporting clients with HMRC enquiries and investigations Working closely with Partners on complex client matters and relationship management Identifying opportunities to enhance clients' tax positions Supporting and mentoring junior members of the Private Client Tax team This Private Client Tax Senior Manager position offers genuine variety and the opportunity to work on intellectually engaging and technically strong assignments within a supportive and highly respected team. This Guildford-based Private Client Tax team continues to attract high-quality UK and international clients across Surrey, London and the South East. About You - Key Skills and Experience CTA qualified Strong Private Client Tax experience gained within a professional practice environment Experience advising high-net-worth and ultra high-net-worth individuals Exposure to trusts, estates and international private client matters would be highly advantageous Excellent communication and relationship management skills Strong technical knowledge with the ability to provide practical and commercial advice Organised with the ability to manage deadlines within a fast-paced environment Collaborative and professional approach Why Consider This Opportunity? Award-winning and internationally recognised Private Client Tax offering Independent and highly respected multi-sited firm Exceptional quality client base rarely found outside London Exposure to complex UK and international client work Supportive and collaborative culture Hybrid and flexible working environment Strong long-term career progression opportunities Opportunity to work closely with highly experienced Partners and senior tax professionals Salary band IRO £75,000 - £90,000 set by Fletcher George This is an excellent opportunity for an ambitious Private Client Tax Senior Manager looking to join one of the strongest Private Client Tax offerings within the Surrey and South East market whilst avoiding many of the pressures often associated with larger London firms. Next Steps Apply now for this Private Client Tax Senior Manager role in Guildford and we will be in touch with suitable applicants within 48 hours. For a confidential discussion about this opportunity or the wider Private Client Tax market, please contact Fletcher George Recruitment directly. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
May 18, 2026
Full time
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
Financial Planner Fareham / Hampshire Area £60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits An excellent opportunity has arisen with one of the UK's leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area. This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time. The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture. This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income. The Role • Service and develop an existing portfolio of private clients • Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning • Build and develop additional business opportunities through referrals, networking and existing relationships • Work closely with dedicated paraplanning, administration and compliance teams • Deliver high-quality ongoing service and long-term client outcomes What's on Offer • Basic salary typically between £60,000 - £80,000 depending on experience, qualifications and portability • Quarterly bonus structure • No validation in year one • Validation target from year two onwards at 3x salary • Car allowance • Existing recurring income/client portfolio provided • Full paraplanning and administrative support • Flexible/agile working arrangements • Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits Candidate Profile • Level 4 Diploma qualified minimum • Experience working as a Financial Planner / Financial Adviser • Strong relationship management and client servicing skills • Ability to generate and develop additional business opportunities • Existing client following or introducer network advantageous but not essential • Professional, consultative and client-focused approach This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.
May 18, 2026
Full time
Financial Planner Fareham / Hampshire Area £60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits An excellent opportunity has arisen with one of the UK's leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area. This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time. The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture. This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income. The Role • Service and develop an existing portfolio of private clients • Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning • Build and develop additional business opportunities through referrals, networking and existing relationships • Work closely with dedicated paraplanning, administration and compliance teams • Deliver high-quality ongoing service and long-term client outcomes What's on Offer • Basic salary typically between £60,000 - £80,000 depending on experience, qualifications and portability • Quarterly bonus structure • No validation in year one • Validation target from year two onwards at 3x salary • Car allowance • Existing recurring income/client portfolio provided • Full paraplanning and administrative support • Flexible/agile working arrangements • Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits Candidate Profile • Level 4 Diploma qualified minimum • Experience working as a Financial Planner / Financial Adviser • Strong relationship management and client servicing skills • Ability to generate and develop additional business opportunities • Existing client following or introducer network advantageous but not essential • Professional, consultative and client-focused approach This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
May 18, 2026
Full time
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
May 18, 2026
Full time
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
May 18, 2026
Full time
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
RMK Talent Solutions is pleased to assist our client in recruiting a dedicated UK Business Development Manager for an esteemed life insurance company. This is a permanent position available across the UK, offering a fantastic opportunity to join a reputable organisation specialising in offshore life insurance and tax-efficient propositions. The successful candidate will play a pivotal role in expanding the company's intermediary sales network, fostering strong relationships, and driving growth within the UK market. We are seeking a ifa sales professional, ideally with a focus on offshore bonds and/or tax-efficient products, to contribute to the company s strategic development and client satisfaction. Responsibilities Develop and execute strategies to grow intermediary sales channels across the UK. Build and maintain strong relationships with financial advisers and intermediaries. Promote offshore bonds and tax-efficient propositions through effective communication and product education. Identify new market opportunities and assist in the development of tailored solutions for clients. Provide ongoing support and training to intermediary partners to optimise product knowledge and sales strategies. Manage a pipeline of prospects and ensure effective follow-up to meet sales targets. Collaborate with internal teams to ensure compliance and alignment with company policies and regulatory requirements. Requirements Proven experience in intermediary sales, ideally within the offshore or life insurance sector. Strong knowledge of offshore bonds and tax-efficient investment solutions. Excellent communication and relationship-building skills. Self-motivated with a proactive approach to business development. Ability to work independently and as part of a team in a flexible and dynamic environment. Knowledge of UK regulatory environment related to offshore products is preferred. Joining our client offers the opportunity to be part of a recognised company committed to growth and innovation within the offshore life insurance market. The successful candidate will benefit from a supportive work environment, competitive salary, and opportunities for career development across the UK. If you are a motivated, strategic thinker with experience in intermediary sales and offshore propositions, we invite you to take the next step in your career with us. Apply now to become a key contributor to this exciting growth journey.
May 18, 2026
Full time
RMK Talent Solutions is pleased to assist our client in recruiting a dedicated UK Business Development Manager for an esteemed life insurance company. This is a permanent position available across the UK, offering a fantastic opportunity to join a reputable organisation specialising in offshore life insurance and tax-efficient propositions. The successful candidate will play a pivotal role in expanding the company's intermediary sales network, fostering strong relationships, and driving growth within the UK market. We are seeking a ifa sales professional, ideally with a focus on offshore bonds and/or tax-efficient products, to contribute to the company s strategic development and client satisfaction. Responsibilities Develop and execute strategies to grow intermediary sales channels across the UK. Build and maintain strong relationships with financial advisers and intermediaries. Promote offshore bonds and tax-efficient propositions through effective communication and product education. Identify new market opportunities and assist in the development of tailored solutions for clients. Provide ongoing support and training to intermediary partners to optimise product knowledge and sales strategies. Manage a pipeline of prospects and ensure effective follow-up to meet sales targets. Collaborate with internal teams to ensure compliance and alignment with company policies and regulatory requirements. Requirements Proven experience in intermediary sales, ideally within the offshore or life insurance sector. Strong knowledge of offshore bonds and tax-efficient investment solutions. Excellent communication and relationship-building skills. Self-motivated with a proactive approach to business development. Ability to work independently and as part of a team in a flexible and dynamic environment. Knowledge of UK regulatory environment related to offshore products is preferred. Joining our client offers the opportunity to be part of a recognised company committed to growth and innovation within the offshore life insurance market. The successful candidate will benefit from a supportive work environment, competitive salary, and opportunities for career development across the UK. If you are a motivated, strategic thinker with experience in intermediary sales and offshore propositions, we invite you to take the next step in your career with us. Apply now to become a key contributor to this exciting growth journey.
Job Title: Paraplanner Location: Marlborough (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
May 18, 2026
Full time
Job Title: Paraplanner Location: Marlborough (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Grove Talent Solutions
High Wycombe, Buckinghamshire
Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
May 18, 2026
Full time
Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c 30M AUM, plus a basic salary of up to 65,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.
May 18, 2026
Full time
Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c 30M AUM, plus a basic salary of up to 65,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.
Commercial Property Solicitor Location: Hybrid / London PQE: Minimum 5 years' PQE (England & Wales) Salary: Market Rate My client is seeking an experienced, commercially astute Commercial Property Solicitor to join their growing and highly regarded team. This role offers the opportunity to manage a diverse portfolio of high-quality commercial property matters while playing a key role in supporting the continued growth and success of the department. The successful candidate will be confident, proactive, and capable of taking ownership of their caseload, delivering practical and commercially focused advice to clients. They will thrive in a collaborative and forward-thinking environment, contributing to both team success and the ongoing development of the practice. The Commercial Property team advises on a broad range of matters for an impressive client base and has built a strong reputation as a trusted name within the industry. As they continue to grow, they are committed to strengthening this reputation and expanding their offering. They take pride in delivering an exceptional standard of client service. In response to increased demand, they are expanding their team to ensure they continue to provide the high levels of responsiveness, expertise, and care that their clients expect. This is an excellent opportunity for an ambitious solicitor seeking both autonomy in their work and the chance to be part of a supportive, dynamic, and growing team. Key Responsibilities The role will include (but not be limited to): Acting on a wide range of commercial property transactions, including: Acquisitions and disposals of commercial property (freehold and leasehold) Acting for developers on site acquisitions, development schemes, and onward disposals Commercial leasing (landlord and tenant), including agreements for lease Real estate finance and secured lending transactions, acting for lenders and borrowers Investment property matters for portfolio clients Managing files from instruction to completion with a high degree of autonomy Providing clear, commercial, and solution-focused advice to clients Liaising directly with clients, agents, lenders, and other professional advisers Supporting Partners on complex, high-value or time-sensitive transactions as required Maintaining excellent client service standards and building long-term client relationships Contributing to business development initiatives and the wider growth of the department Ensuring compliance with SRA, AML, and internal regulatory requirements Candidate Requirements Qualified Solicitor in England & Wales Minimum 5 years' PQE with a strong background in commercial property Proven experience managing a varied commercial property caseload independently Sound technical knowledge with strong commercial and financial awareness Experience acting for developers, investors, and/or lenders Confident communicator with excellent drafting and negotiation skills Organised, proactive, and able to manage competing deadlines effectively Strong client-handling skills with a commercial, business-focused mindset Personal Specification The successful candidate will demonstrate: Confidence and credibility when dealing with clients and colleagues A proactive, solutions-driven, and commercially minded approach Strong attention to detail and excellent organisational skills The ability to work independently while contributing positively to a team environment A genuine interest in developing client relationships and supporting business growth Professionalism, reliability, and a collaborative attitude Desirable (Not Essential) Experience acting on higher-value or complex development and finance transactions Exposure to lender-side real estate finance work Interest in business development, networking, and client relationship management What They Offer Competitive remuneration package (dependent on experience) Benefits including private health insurance and life insurance High-quality commercial property work for a strong and diverse client base A supportive, collegiate, and commercially focused working environment Clear opportunities for career progression within a growing team
May 18, 2026
Full time
Commercial Property Solicitor Location: Hybrid / London PQE: Minimum 5 years' PQE (England & Wales) Salary: Market Rate My client is seeking an experienced, commercially astute Commercial Property Solicitor to join their growing and highly regarded team. This role offers the opportunity to manage a diverse portfolio of high-quality commercial property matters while playing a key role in supporting the continued growth and success of the department. The successful candidate will be confident, proactive, and capable of taking ownership of their caseload, delivering practical and commercially focused advice to clients. They will thrive in a collaborative and forward-thinking environment, contributing to both team success and the ongoing development of the practice. The Commercial Property team advises on a broad range of matters for an impressive client base and has built a strong reputation as a trusted name within the industry. As they continue to grow, they are committed to strengthening this reputation and expanding their offering. They take pride in delivering an exceptional standard of client service. In response to increased demand, they are expanding their team to ensure they continue to provide the high levels of responsiveness, expertise, and care that their clients expect. This is an excellent opportunity for an ambitious solicitor seeking both autonomy in their work and the chance to be part of a supportive, dynamic, and growing team. Key Responsibilities The role will include (but not be limited to): Acting on a wide range of commercial property transactions, including: Acquisitions and disposals of commercial property (freehold and leasehold) Acting for developers on site acquisitions, development schemes, and onward disposals Commercial leasing (landlord and tenant), including agreements for lease Real estate finance and secured lending transactions, acting for lenders and borrowers Investment property matters for portfolio clients Managing files from instruction to completion with a high degree of autonomy Providing clear, commercial, and solution-focused advice to clients Liaising directly with clients, agents, lenders, and other professional advisers Supporting Partners on complex, high-value or time-sensitive transactions as required Maintaining excellent client service standards and building long-term client relationships Contributing to business development initiatives and the wider growth of the department Ensuring compliance with SRA, AML, and internal regulatory requirements Candidate Requirements Qualified Solicitor in England & Wales Minimum 5 years' PQE with a strong background in commercial property Proven experience managing a varied commercial property caseload independently Sound technical knowledge with strong commercial and financial awareness Experience acting for developers, investors, and/or lenders Confident communicator with excellent drafting and negotiation skills Organised, proactive, and able to manage competing deadlines effectively Strong client-handling skills with a commercial, business-focused mindset Personal Specification The successful candidate will demonstrate: Confidence and credibility when dealing with clients and colleagues A proactive, solutions-driven, and commercially minded approach Strong attention to detail and excellent organisational skills The ability to work independently while contributing positively to a team environment A genuine interest in developing client relationships and supporting business growth Professionalism, reliability, and a collaborative attitude Desirable (Not Essential) Experience acting on higher-value or complex development and finance transactions Exposure to lender-side real estate finance work Interest in business development, networking, and client relationship management What They Offer Competitive remuneration package (dependent on experience) Benefits including private health insurance and life insurance High-quality commercial property work for a strong and diverse client base A supportive, collegiate, and commercially focused working environment Clear opportunities for career progression within a growing team
Office-Based, Up to £55,000 + Discretionary Bonus A highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team. With approximately £250 million AUM , an average client portfolio of £1m-£1.3m , and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanner who thrives in an adviser-led, professional environment. The Role You will support 2 advisers , working across a sophisticated client bank of high-value clients . This role is focused on delivering high-quality technical output and maintaining impeccable data standards. Key responsibilities include: Producing high-quality suitability reports, technical calculations, and client documentation Supporting advisers with pre- and post-advice work across investments, pensions, and planning strategies Maintaining accurate and up-to-date client records, registers, and data Ensuring operational excellence and adherence to internal processes Working closely with advisers in a fast-paced, office-based environment Leveraging technology to improve efficiency, workflow, and outcomes The Ideal Candidate: This role will suit a paraplanner who: Produces exceptional technical work and professional client letters Is highly detail-oriented, diligent, and reliable Is operationally strong and comfortable managing large volumes of client data Is confident working in a tech-led, adviser-driven firm Is process-focused and enjoys improving systems and efficiency While Chartered status is not essential , strong technical competence is expected. Real-world ability, efficiency, and professionalism are prioritised over formal qualifications alone. For a confidential conversation, please contact Sam at Financial Divisions.
May 18, 2026
Full time
Office-Based, Up to £55,000 + Discretionary Bonus A highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team. With approximately £250 million AUM , an average client portfolio of £1m-£1.3m , and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanner who thrives in an adviser-led, professional environment. The Role You will support 2 advisers , working across a sophisticated client bank of high-value clients . This role is focused on delivering high-quality technical output and maintaining impeccable data standards. Key responsibilities include: Producing high-quality suitability reports, technical calculations, and client documentation Supporting advisers with pre- and post-advice work across investments, pensions, and planning strategies Maintaining accurate and up-to-date client records, registers, and data Ensuring operational excellence and adherence to internal processes Working closely with advisers in a fast-paced, office-based environment Leveraging technology to improve efficiency, workflow, and outcomes The Ideal Candidate: This role will suit a paraplanner who: Produces exceptional technical work and professional client letters Is highly detail-oriented, diligent, and reliable Is operationally strong and comfortable managing large volumes of client data Is confident working in a tech-led, adviser-driven firm Is process-focused and enjoys improving systems and efficiency While Chartered status is not essential , strong technical competence is expected. Real-world ability, efficiency, and professionalism are prioritised over formal qualifications alone. For a confidential conversation, please contact Sam at Financial Divisions.
