An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions
Jun 15, 2026
Full time
An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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.
Jun 15, 2026
Full time
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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.
Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
Jun 15, 2026
Full time
Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
Jun 15, 2026
Full time
IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Jun 14, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Jun 14, 2026
Full time
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Job Role An exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor s earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business. Key responsibilities Servicing an existing client bank and generating new opportunities Be able to assess clients financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters Strong communicator and relationship manager Committed to ongoing personal and professional development A candidate that has a go to attitude and able to self-generate own business leads Able to build strong relationships with both the clients and the team you will be working with. Keep up to date with financial products and legislation and comply with all industry rules and regulations. Essential Experience as a Financial advisor (Wealth Management) The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice Looking to progress in their career and become chartered (if not already) Needs to be Flexibility/ adaptability to cope with change Needs to be computer literate, ideally used the following systems; (but not essential) Dynamic Planner Intelligent office Selecta pension Benefits Uncapped bonus potential Pension and death in service benefits after qualifying probation period Bonus payable after validation period Also, happy to look at self-employed basis Hybrid working
Jun 14, 2026
Full time
Job Role An exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor s earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business. Key responsibilities Servicing an existing client bank and generating new opportunities Be able to assess clients financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters Strong communicator and relationship manager Committed to ongoing personal and professional development A candidate that has a go to attitude and able to self-generate own business leads Able to build strong relationships with both the clients and the team you will be working with. Keep up to date with financial products and legislation and comply with all industry rules and regulations. Essential Experience as a Financial advisor (Wealth Management) The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice Looking to progress in their career and become chartered (if not already) Needs to be Flexibility/ adaptability to cope with change Needs to be computer literate, ideally used the following systems; (but not essential) Dynamic Planner Intelligent office Selecta pension Benefits Uncapped bonus potential Pension and death in service benefits after qualifying probation period Bonus payable after validation period Also, happy to look at self-employed basis Hybrid working
Ernest Gordon Recruitment Limited
City, Manchester
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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 13, 2026
Full time
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Jun 13, 2026
Full time
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office
Jun 13, 2026
Full time
Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office
Paraplanner/Trainee Financial Adviser Advising in 12 - 18 months Up to £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch for a confidential discussion.
Jun 13, 2026
Full time
Paraplanner/Trainee Financial Adviser Advising in 12 - 18 months Up to £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch for a confidential discussion.
Job Title: Chartered Financial Planner Location: Gloucester Salary: £60 - £100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners click apply for full job details
Jun 13, 2026
Full time
Job Title: Chartered Financial Planner Location: Gloucester Salary: £60 - £100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners click apply for full job details
The Opportunity My client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2-3 years' experience to join their expanding team. This opportunity is ideal for a driven, motivated Adviser who is hungry to progress, grow their client base, and build a long-term career within a supportive, forward-thinking firm. You will be joining a business that values professionalism, integrity, and exceptional client service. With full paraplanning and administration support, you'll have the freedom to focus on what you do best - delivering high-quality financial advice and developing strong client relationships. The Role: • Provide tailored, independent financial planning advice across pensions, investments, and protection • Work closely with existing clients while developing new relationships • Build and grow your own portfolio, supported by an existing client bank and steady lead flow • Collaborate with paraplanners and administrators to deliver a seamless client experience • Maintain strong technical knowledge of products, markets, and regulatory changes About You: • 2-3 years' experience as a Financial Adviser or Associate Adviser • Level 4 Diploma in Regulated Financial Planning • Highly motivated, commercially minded, and hungry to build your career • Excellent communication skills and a client-centric approach • Ambitious, ethical, and eager to continue developing professionally Full study support is available for those who wish to progress toward Chartered status. What's on Offer: • Salary up to £65,000 (experience dependent) • Attractive bonus structure • Strong progression opportunities with a clear development pathway • Access to an existing client bank and quality leads • Full paraplanning and administrative support • Collaborative, supportive, and forward-thinking culture • Comprehensive benefits package If you're an ambitious Adviser with the drive to grow your career within a leading, client-focused wealth management firm, my client would love to hear from you. Please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
The Opportunity My client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2-3 years' experience to join their expanding team. This opportunity is ideal for a driven, motivated Adviser who is hungry to progress, grow their client base, and build a long-term career within a supportive, forward-thinking firm. You will be joining a business that values professionalism, integrity, and exceptional client service. With full paraplanning and administration support, you'll have the freedom to focus on what you do best - delivering high-quality financial advice and developing strong client relationships. The Role: • Provide tailored, independent financial planning advice across pensions, investments, and protection • Work closely with existing clients while developing new relationships • Build and grow your own portfolio, supported by an existing client bank and steady lead flow • Collaborate with paraplanners and administrators to deliver a seamless client experience • Maintain strong technical knowledge of products, markets, and regulatory changes About You: • 2-3 years' experience as a Financial Adviser or Associate Adviser • Level 4 Diploma in Regulated Financial Planning • Highly motivated, commercially minded, and hungry to build your career • Excellent communication skills and a client-centric approach • Ambitious, ethical, and eager to continue developing professionally Full study support is available for those who wish to progress toward Chartered status. What's on Offer: • Salary up to £65,000 (experience dependent) • Attractive bonus structure • Strong progression opportunities with a clear development pathway • Access to an existing client bank and quality leads • Full paraplanning and administrative support • Collaborative, supportive, and forward-thinking culture • Comprehensive benefits package If you're an ambitious Adviser with the drive to grow your career within a leading, client-focused wealth management firm, my client would love to hear from you. Please contact Sam at Financial Divisions.
Paraplanner - Route to Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £50,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Paraplanners looking to take that step into Advising to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Paraplanners and Trainee Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £50,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
Paraplanner - Route to Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £50,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Paraplanners looking to take that step into Advising to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Paraplanners and Trainee Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £50,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Ernest Gordon Recruitment Limited
Manchester, Lancashire
IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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 13, 2026
Full time
IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Jun 13, 2026
Full time
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
Jun 13, 2026
Full time
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
Jun 13, 2026
Full time
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK's leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. The Opportunity You'll take over a well-established client book following the firm's recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. Over the next 12-18 months, you'll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. Key Details Fully serviced client bank provided - c.200 UHNW families Recurring income circa £700k Full handover and mentoring period from the existing adviser (retiring 2027) Home-based role with flexible working and office access as required Client locations primarily across London, Kent, Surrey, and Sussex Full paraplanning and sales support provided About You Level 4 Diploma qualified (Chartered or working towards preferred) Minimum 3 years' experience providing holistic financial advice Strong client relationship and interpersonal skills Entrepreneurial and commercially minded with a focus on long-term service Located within a commutable distance of Sidcup or the South East region Remuneration & Benefits Highly flexible basic salary, fully negotiable for the right individual 35% bonus on new business written + share of recurring income Uncapped earning potential Excellent benefits package Full paraplanning and administrative support This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.
Jun 13, 2026
Full time
Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK's leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. The Opportunity You'll take over a well-established client book following the firm's recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. Over the next 12-18 months, you'll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. Key Details Fully serviced client bank provided - c.200 UHNW families Recurring income circa £700k Full handover and mentoring period from the existing adviser (retiring 2027) Home-based role with flexible working and office access as required Client locations primarily across London, Kent, Surrey, and Sussex Full paraplanning and sales support provided About You Level 4 Diploma qualified (Chartered or working towards preferred) Minimum 3 years' experience providing holistic financial advice Strong client relationship and interpersonal skills Entrepreneurial and commercially minded with a focus on long-term service Located within a commutable distance of Sidcup or the South East region Remuneration & Benefits Highly flexible basic salary, fully negotiable for the right individual 35% bonus on new business written + share of recurring income Uncapped earning potential Excellent benefits package Full paraplanning and administrative support This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
Jun 12, 2026
Full time
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
