North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Study Support Clear Career Progression! Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management. The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner. The Opportunity Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include: Assisting with client research and analysis Supporting cashflow modelling and financial planning reports Preparing client review documentation and meeting packs Gathering and maintaining client information Liaising with providers and investment platforms Assisting with suitability reports and recommendations Supporting Financial Planners with ongoing client reviews Maintaining accurate records and ensuring regulatory compliance What's on Offer? Competitive salary Full study support towards professional qualifications, Diploma Level 4 Structured career development Ongoing mentoring from experienced team Exposure to complex financial planning cases Excellent pension and wider benefits package Genuine long-term career progression opportunities Candidate Requirements Strong attention to detail Excellent written and verbal communication skills Good analytical and problem-solving abilities Strong organisational skills A genuine interest in financial planning and wealth management Desirable Existing experience within financial services, pensions, investments, mortgages Some progress towards the CII Diploma in Financial Planning Knowledge of financial planning processes and products Why Apply? This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond. Please apply to us here at Recruit Wealth for an immediate response.
Jun 13, 2026
Full time
Study Support Clear Career Progression! Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management. The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner. The Opportunity Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include: Assisting with client research and analysis Supporting cashflow modelling and financial planning reports Preparing client review documentation and meeting packs Gathering and maintaining client information Liaising with providers and investment platforms Assisting with suitability reports and recommendations Supporting Financial Planners with ongoing client reviews Maintaining accurate records and ensuring regulatory compliance What's on Offer? Competitive salary Full study support towards professional qualifications, Diploma Level 4 Structured career development Ongoing mentoring from experienced team Exposure to complex financial planning cases Excellent pension and wider benefits package Genuine long-term career progression opportunities Candidate Requirements Strong attention to detail Excellent written and verbal communication skills Good analytical and problem-solving abilities Strong organisational skills A genuine interest in financial planning and wealth management Desirable Existing experience within financial services, pensions, investments, mortgages Some progress towards the CII Diploma in Financial Planning Knowledge of financial planning processes and products Why Apply? This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond. Please apply to us here at Recruit Wealth for an immediate response.
Up to £50,000 basic + x2 validation + annual bonus An established and growing independent financial advisory firm based in Northwest London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
Up to £50,000 basic + x2 validation + annual bonus An established and growing independent financial advisory firm based in Northwest London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Jun 13, 2026
Full time
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 12, 2026
Full time
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 11, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Jun 10, 2026
Full time
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Oct 07, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
Sep 26, 2025
Full time
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.
Sep 22, 2025
Full time
A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Sep 21, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
