PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Jun 15, 2026
Full time
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. 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: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Jun 15, 2026
Full time
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. 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: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
Jun 14, 2026
Full time
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 14, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.
Jun 13, 2026
Full time
Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Jun 11, 2026
Full time
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 11, 2026
Full time
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Jun 11, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
IFA Administrator - Route to Junior Paraplanner (Wealth Management) Location: Near Hemel Hempstead (Hybrid working available after training/probation) Salary: £30,000 - £35,000 (DOE) Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities. Responsibilities include: Processing new business, fund switches, withdrawals, and policy servicing across multiple providers (Aviva, Fidelity, Prudential, Aegon, Quilter etc.). Maintaining client records on back-office systems (XPLAN training provided). Supporting advisers with valuations, reports and compliance administration. Liaising with clients and providers to deliver excellent service. Requirements: Minimum 2 years' IFA administration experience. Confident using provider platforms and CRM systems. Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available). Benefits: £30,000 - £35,000 DOE 4% Employer Pension (salary sacrifice) Life Cover (3 x salary) Hybrid working after training Full exam support (CII up to Level 4 Diploma) For further information please email Sam at Financial Divisions.
Jun 10, 2026
Full time
IFA Administrator - Route to Junior Paraplanner (Wealth Management) Location: Near Hemel Hempstead (Hybrid working available after training/probation) Salary: £30,000 - £35,000 (DOE) Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities. Responsibilities include: Processing new business, fund switches, withdrawals, and policy servicing across multiple providers (Aviva, Fidelity, Prudential, Aegon, Quilter etc.). Maintaining client records on back-office systems (XPLAN training provided). Supporting advisers with valuations, reports and compliance administration. Liaising with clients and providers to deliver excellent service. Requirements: Minimum 2 years' IFA administration experience. Confident using provider platforms and CRM systems. Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available). Benefits: £30,000 - £35,000 DOE 4% Employer Pension (salary sacrifice) Life Cover (3 x salary) Hybrid working after training Full exam support (CII up to Level 4 Diploma) For further information please email Sam at Financial Divisions.
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 09, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Ernest Gordon Recruitment Limited
Bordon, Hampshire
Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a 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 our website.
Jun 09, 2026
Full time
Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a 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 our website.
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
