Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
May 25, 2026
Full time
Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come click apply for full job details
May 25, 2026
Full time
Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come click apply for full job details
Trainee Project Planner Location: Clyde The ideal candidate will have active SC Clearance or be eligible to undergo SC Clearance. The Experis Academy has an exciting and unique opportunity for delivery-oriented individuals to be trained and upskilled to become highly skilled Project Planners working for an international aerospace, defence and security company. This is a great opportunity to join Experis' ever growing Academy division where you will be trained and developed whilst representing Experis on one of our leading engineering accounts. Our Academy programmes train and develop wider talent pools who work towards become permanent members of our industry leading customers. We are looking for ambitious candidates who possess strong numerical, analytical, and problem-solving skills. If you are looking to reskill or have a desire to develop your skills in project planning, then this could be the opportunity for you. This is a challenging but rewarding role that will require outstanding customer facing and team working skills. You will be given the opportunity to work within a delivery environment, supporting on Project Planning activities for projects/programmes. It will also enable you to collaborate with likeminded individuals to help solve complex problems within the nuclear and infrastructure space. As part of the programme, you will be provided with the necessary tools, experience, and training to help develop your skills within project, programme and portfolio management (P3M). You will receive best in class training within project management, planning and controls, Primavera (planning/scheduling tool) and Excel. Courses will also cover soft skills such as negotiation presentation, emotional intelligence and conflict resolution. The training is centred around scenario-based learning, where you will be involved in practical application workshops. Day to Day Responsibilities will include: Implementing and maintaining the Project structures Developing and maintaining the Project integrated schedule. Ensuring alignment between the integrated scheduling toolset and the companies financial and material demand toolset. Regular status update of the integrated schedule and the provision of metrics and schedule analysis of the impact to the project. Resource/cost loaded schedules to inform the IBP and also to provide financial status of the project To fit the minimum criteria to apply, applicants must possess the following attributes: Strong interpersonal and communication skills with a proven ability to communicate effectively and confidently Ability to communicate and engage effectively with a range of stakeholders at all levels of the business. Superior analytical thinking and problem-solving abilities A forward thinker who pre-empts potential problems Professional commitment to high quality, and a passion for learning new skills Previous experience working in a delivery environment within engineering/project/construction management or any other related field that is delivery focussed and output driven. Benefits Competitive salary based on a 36 hour working week, with bonus opportunities Gain an entry point into a market leading aerospace, defence and security organisation and the opportunity to secure a high-profile planning role A sophisticated training programme comprised of online and in role training to develop skills in an area that is ever growing in demand Gain, highly sort after qualifications in project planning including APM Project Fundamentals and APMG - Project, Planning & Control Foundation and Practioner, APMG Earned Value Management Foundation and APM Project Risk Management Level 1 (exam costs are covered as part of the programme) Other benefits include Contributory pension scheme Employee Assistance Program Medical and Dental cover Paid holiday + bank holidays Maternity Pay/Shared Parental leave and paternity leave Sick pay
May 25, 2026
Full time
Trainee Project Planner Location: Clyde The ideal candidate will have active SC Clearance or be eligible to undergo SC Clearance. The Experis Academy has an exciting and unique opportunity for delivery-oriented individuals to be trained and upskilled to become highly skilled Project Planners working for an international aerospace, defence and security company. This is a great opportunity to join Experis' ever growing Academy division where you will be trained and developed whilst representing Experis on one of our leading engineering accounts. Our Academy programmes train and develop wider talent pools who work towards become permanent members of our industry leading customers. We are looking for ambitious candidates who possess strong numerical, analytical, and problem-solving skills. If you are looking to reskill or have a desire to develop your skills in project planning, then this could be the opportunity for you. This is a challenging but rewarding role that will require outstanding customer facing and team working skills. You will be given the opportunity to work within a delivery environment, supporting on Project Planning activities for projects/programmes. It will also enable you to collaborate with likeminded individuals to help solve complex problems within the nuclear and infrastructure space. As part of the programme, you will be provided with the necessary tools, experience, and training to help develop your skills within project, programme and portfolio management (P3M). You will receive best in class training within project management, planning and controls, Primavera (planning/scheduling tool) and Excel. Courses will also cover soft skills such as negotiation presentation, emotional intelligence and conflict resolution. The training is centred around scenario-based learning, where you will be involved in practical application workshops. Day to Day Responsibilities will include: Implementing and maintaining the Project structures Developing and maintaining the Project integrated schedule. Ensuring alignment between the integrated scheduling toolset and the companies financial and material demand toolset. Regular status update of the integrated schedule and the provision of metrics and schedule analysis of the impact to the project. Resource/cost loaded schedules to inform the IBP and also to provide financial status of the project To fit the minimum criteria to apply, applicants must possess the following attributes: Strong interpersonal and communication skills with a proven ability to communicate effectively and confidently Ability to communicate and engage effectively with a range of stakeholders at all levels of the business. Superior analytical thinking and problem-solving abilities A forward thinker who pre-empts potential problems Professional commitment to high quality, and a passion for learning new skills Previous experience working in a delivery environment within engineering/project/construction management or any other related field that is delivery focussed and output driven. Benefits Competitive salary based on a 36 hour working week, with bonus opportunities Gain an entry point into a market leading aerospace, defence and security organisation and the opportunity to secure a high-profile planning role A sophisticated training programme comprised of online and in role training to develop skills in an area that is ever growing in demand Gain, highly sort after qualifications in project planning including APM Project Fundamentals and APMG - Project, Planning & Control Foundation and Practioner, APMG Earned Value Management Foundation and APM Project Risk Management Level 1 (exam costs are covered as part of the programme) Other benefits include Contributory pension scheme Employee Assistance Program Medical and Dental cover Paid holiday + bank holidays Maternity Pay/Shared Parental leave and paternity leave Sick pay
Experienced Financial Services Administrator Location: Leicester Salary: Competitive DOE I m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process. The Role Supporting advisers with client servicing and financial planning administration Managing client documentation and maintaining accurate CRM records Liaising with providers to obtain policy and investment information Processing letters of authority and supporting business submissions Preparing annual review documentation and portfolio valuations Assisting with fund research and financial planning reports Supporting client meeting preparation and follow-up administration Managing shared inboxes, incoming calls, and general office coordination What They re Looking For Previous experience within a financial services administration role Strong understanding of financial planning processes and documentation Excellent organisational skills and attention to detail Confident communication skills when dealing with clients, advisers, and providers Ability to manage multiple tasks and work efficiently in a busy environment Experience using CRM systems and Microsoft Office Exposure to financial planning tools and research systems would be beneficial What s on Offer Competitive salary depending on experience Supportive and collaborative working environment Long-term progression opportunities within a growing business Strong team culture and employee benefits package Exposure to a broad range of financial planning work If this could be of interest, please apply or get in touch for a confidential discussion.
May 24, 2026
Full time
Experienced Financial Services Administrator Location: Leicester Salary: Competitive DOE I m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process. The Role Supporting advisers with client servicing and financial planning administration Managing client documentation and maintaining accurate CRM records Liaising with providers to obtain policy and investment information Processing letters of authority and supporting business submissions Preparing annual review documentation and portfolio valuations Assisting with fund research and financial planning reports Supporting client meeting preparation and follow-up administration Managing shared inboxes, incoming calls, and general office coordination What They re Looking For Previous experience within a financial services administration role Strong understanding of financial planning processes and documentation Excellent organisational skills and attention to detail Confident communication skills when dealing with clients, advisers, and providers Ability to manage multiple tasks and work efficiently in a busy environment Experience using CRM systems and Microsoft Office Exposure to financial planning tools and research systems would be beneficial What s on Offer Competitive salary depending on experience Supportive and collaborative working environment Long-term progression opportunities within a growing business Strong team culture and employee benefits package Exposure to a broad range of financial planning work If this could be of interest, please apply or get in touch for a confidential discussion.
Exchange Street Claims & Financial Services
Oldham, Lancashire
The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning.And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress. At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED:You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.If you have experience of working for a St James Place Partner practice that would be advantageous.Whatever your background you will want have an interest in becoming a paraplanner. -Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
May 23, 2026
Full time
The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning.And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress. At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED:You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.If you have experience of working for a St James Place Partner practice that would be advantageous.Whatever your background you will want have an interest in becoming a paraplanner. -Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
May 23, 2026
Full time
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
May 23, 2026
Full time
Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 23, 2026
Full time
Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
May 22, 2026
Full time
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 22, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.
May 21, 2026
Full time
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.
Financial Planner (Trainee Financial Planner considered) Alnwick Employed Role Career Progression & Equity Opportunity An exciting opportunity has arisen with a growing independent Financial Planning firm based in Alnwick, looking to appoint a Financial Planner or Level 4 qualified Trainee Financial Planner to work closely alongside the business founder. This role would suit either: An early-career Financial Planner looking to continue developing their technical and client-facing skills, or A Level 4 qualified Trainee Adviser seeking the opportunity to gain hands-on client exposure and mentorship within a highly supportive environment. You will work directly with an established client bank, helping to service existing relationships while supporting the continued growth of the business. This is a rare opportunity to become a key part of a small, values-led firm, with genuine long-term progression potential as the company expands. The Opportunity Work closely with the founder in a highly collaborative environment Attend and gradually lead client meetings Build relationships with existing clients and assist with ongoing servicing Support new business enquiries and referrals Gain exposure to all aspects of running and growing an independent Financial Planning business Opportunity to become a key long-term figure within the firm About the Business This is a small but ambitious independent Financial Planning firm built around doing the right thing for both clients and staff. The business places huge importance on culture, integrity, and long-term relationships, with growth being achieved organically rather than through acquisition. The successful individual will be joining at an exciting stage of growth, with significant opportunity to progress and develop into a senior role over time. What They're Looking For Level 4 Diploma qualified (essential) Experience within Financial Planning, whether as an Adviser or in a support/training capacity Strong interpersonal and communication skills Someone personable, collaborative, and relationship-driven A genuine interest in long-term career development within a growing firm Personality and cultural fit are extremely important given the close-knit nature of the team What's on Offer Employed role with competitive salary Bonus structure linked to personal and company performance Mentoring and development from an experienced industry professional Genuine progression opportunities as the business grows Future equity participation opportunities via EMI scheme This is an excellent opportunity for someone who wants to be more than just another adviser within a large corporate environment and instead become an integral part of a growing independent business.
May 21, 2026
Full time
Financial Planner (Trainee Financial Planner considered) Alnwick Employed Role Career Progression & Equity Opportunity An exciting opportunity has arisen with a growing independent Financial Planning firm based in Alnwick, looking to appoint a Financial Planner or Level 4 qualified Trainee Financial Planner to work closely alongside the business founder. This role would suit either: An early-career Financial Planner looking to continue developing their technical and client-facing skills, or A Level 4 qualified Trainee Adviser seeking the opportunity to gain hands-on client exposure and mentorship within a highly supportive environment. You will work directly with an established client bank, helping to service existing relationships while supporting the continued growth of the business. This is a rare opportunity to become a key part of a small, values-led firm, with genuine long-term progression potential as the company expands. The Opportunity Work closely with the founder in a highly collaborative environment Attend and gradually lead client meetings Build relationships with existing clients and assist with ongoing servicing Support new business enquiries and referrals Gain exposure to all aspects of running and growing an independent Financial Planning business Opportunity to become a key long-term figure within the firm About the Business This is a small but ambitious independent Financial Planning firm built around doing the right thing for both clients and staff. The business places huge importance on culture, integrity, and long-term relationships, with growth being achieved organically rather than through acquisition. The successful individual will be joining at an exciting stage of growth, with significant opportunity to progress and develop into a senior role over time. What They're Looking For Level 4 Diploma qualified (essential) Experience within Financial Planning, whether as an Adviser or in a support/training capacity Strong interpersonal and communication skills Someone personable, collaborative, and relationship-driven A genuine interest in long-term career development within a growing firm Personality and cultural fit are extremely important given the close-knit nature of the team What's on Offer Employed role with competitive salary Bonus structure linked to personal and company performance Mentoring and development from an experienced industry professional Genuine progression opportunities as the business grows Future equity participation opportunities via EMI scheme This is an excellent opportunity for someone who wants to be more than just another adviser within a large corporate environment and instead become an integral part of a growing independent business.
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 21, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
May 20, 2026
Full time
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
May 19, 2026
Full time
Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Ernest Gordon Recruitment Limited
Edinburgh, Midlothian
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
May 19, 2026
Full time
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Exchange Street Executive Search
Oldham, Lancashire
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
May 19, 2026
Full time
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.
May 18, 2026
Full time
An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.
Allerton Park Recruitment Solutions
Godalming, Surrey
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
May 18, 2026
Full time
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
