This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between £28,000 and £35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 30, 2026
Full time
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between £28,000 and £35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you interested in developing your career within corporate financial services and looking for a new role in a dynamic and supportive environment that offers genuine long-term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process. The successful candidate will have experience within a professional services environment, a strong background in Employee Benefits and Group Risk administration , exposure to FCA regulations, excellent IT skills, and previous IFA support experience. Key Responsibilities Take responsibility for the delivery of client service standards, ensuring all work is completed accurately and within agreed timescales. Provide comprehensive administration support across a range of Group Risk schemes , including Group Life Assurance, Group Income Protection and Critical Illness arrangements. Liaise with insurers, advisers, clients and providers regarding policy administration, renewals, underwriting and scheme changes. Prepare templated Recommendation Reports for Advisers. Manage and resolve daily queries raised by clients, insurers and colleagues. Support advisers throughout the client review and implementation process. Attend client meetings with Advisers where appropriate. Build and maintain effective relationships with clients and providers. Ensure all activities comply with FCA requirements and internal procedures. Use influencing and communication skills when dealing with both internal and external stakeholders. About You Proven experience in Group Risk administration is essential. Strong understanding of Group Life, Group Income Protection and related employee benefit arrangements. Previous experience within an IFA, Employee Benefits Consultancy or Financial Services environment. Organised with the ability to manage multiple priorities and deadlines. High level of accuracy and attention to detail. Strong communication and relationship-building skills. Knowledge of FCA regulations and compliance requirements. Proficient in Microsoft Office and financial services systems. This is an excellent opportunity to join a forward-thinking and innovative firm that is continually looking to improve and develop the services it offers to clients. In return, you will receive a competitive salary and benefits package, together with ongoing support to develop your skills and progress your career. Hybrid working is offered with this role, with 2 days per week in the office. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information about how we use your data can be found on our website.
Jun 30, 2026
Full time
Are you interested in developing your career within corporate financial services and looking for a new role in a dynamic and supportive environment that offers genuine long-term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process. The successful candidate will have experience within a professional services environment, a strong background in Employee Benefits and Group Risk administration , exposure to FCA regulations, excellent IT skills, and previous IFA support experience. Key Responsibilities Take responsibility for the delivery of client service standards, ensuring all work is completed accurately and within agreed timescales. Provide comprehensive administration support across a range of Group Risk schemes , including Group Life Assurance, Group Income Protection and Critical Illness arrangements. Liaise with insurers, advisers, clients and providers regarding policy administration, renewals, underwriting and scheme changes. Prepare templated Recommendation Reports for Advisers. Manage and resolve daily queries raised by clients, insurers and colleagues. Support advisers throughout the client review and implementation process. Attend client meetings with Advisers where appropriate. Build and maintain effective relationships with clients and providers. Ensure all activities comply with FCA requirements and internal procedures. Use influencing and communication skills when dealing with both internal and external stakeholders. About You Proven experience in Group Risk administration is essential. Strong understanding of Group Life, Group Income Protection and related employee benefit arrangements. Previous experience within an IFA, Employee Benefits Consultancy or Financial Services environment. Organised with the ability to manage multiple priorities and deadlines. High level of accuracy and attention to detail. Strong communication and relationship-building skills. Knowledge of FCA regulations and compliance requirements. Proficient in Microsoft Office and financial services systems. This is an excellent opportunity to join a forward-thinking and innovative firm that is continually looking to improve and develop the services it offers to clients. In return, you will receive a competitive salary and benefits package, together with ongoing support to develop your skills and progress your career. Hybrid working is offered with this role, with 2 days per week in the office. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information about how we use your data can be found on our website.
Job Title: IFA Administrator Industry: Financial Advice Location: Market Harborough (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Early finish on Fridays Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jun 30, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Market Harborough (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Early finish on Fridays Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Senior Financial Adviser - Norfolk Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
Jun 30, 2026
Full time
Senior Financial Adviser - Norfolk Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
If you're looking for a role where you can continue to grow and develop your skills and knowledge and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Jun 30, 2026
Full time
If you're looking for a role where you can continue to grow and develop your skills and knowledge and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition. Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses The Opportunity We're working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale. Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities. Access to full back-office support, marketing, compliance, and lead generation Opportunity to build long-term capital value in your client book Comfortable balancing both client servicing and business development responsibilities. What's in it for you? Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence. Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance. High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives. National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service. Flexible Working: Freedom to manage your own diary, with hybrid and remote options available. The Ideal Candidate With strong, portable client relationships after covenant. A natural business developer - proactive, entrepreneurial, and confident in prospecting and converting new opportunities. Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.
Jun 30, 2026
Full time
Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition. Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses The Opportunity We're working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale. Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities. Access to full back-office support, marketing, compliance, and lead generation Opportunity to build long-term capital value in your client book Comfortable balancing both client servicing and business development responsibilities. What's in it for you? Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence. Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance. High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives. National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service. Flexible Working: Freedom to manage your own diary, with hybrid and remote options available. The Ideal Candidate With strong, portable client relationships after covenant. A natural business developer - proactive, entrepreneurial, and confident in prospecting and converting new opportunities. Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.
Associate Paraplanner A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Jun 30, 2026
Full time
Associate Paraplanner A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Jun 30, 2026
Full time
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Jun 30, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Independent Financial Adviser (IFA) Dorset (Hybrid Working), Existing Client base, pre-arranged appointments!£40,000 - £65,000 per annum + Benefits Our client, a well-established and growing independent financial planning firm, is seeking an experienced Independent Financial Adviser (IFA) to join their well established team. This is an excellent opportunity for a qualified adviser looking to inherit an existing client bank while benefiting from pre-arranged appointments, strong administrative support, and the flexibility of hybrid working. The Role You will provide holistic financial advice to an established client base, helping individuals and businesses achieve their financial goals through tailored planning solutions. Key responsibilities include: Managing and developing long-term client relationships. Conducting client reviews and new business meetings, both in person and remotely. Assessing clients' financial circumstances, objectives, and existing arrangements. Creating and presenting tailored financial planning recommendations. Advising on a range of financial products and investment solutions. Working closely with professional introducers, including solicitors and accountants. Generating new business opportunities through networking and referrals. Ensuring all advice and recommendations remain fully compliant and accurately documented. Keeping up to date with financial markets, products, and regulatory changes. About You Previous experience working as an Independent Financial Adviser on a whole of market basis. Strong relationship-building and communication skills. Excellent analytical and problem-solving abilities. A professional and client-focused approach. Ability to manage your own workload while maintaining high standards of compliance and client service. What's on Offer Salary of £40,000 - £65,000 depending on experience. Existing client bank provided. Pre-booked client appointments. Hybrid working arrangement. Private medical insurance. Enhanced maternity and paternity benefits. Additional annual leave entitlement. If you're an experienced Financial Adviser looking for a role that offers genuine client relationships, quality support, and long-term career development, we'd love to hear from you.
Jun 30, 2026
Full time
Independent Financial Adviser (IFA) Dorset (Hybrid Working), Existing Client base, pre-arranged appointments!£40,000 - £65,000 per annum + Benefits Our client, a well-established and growing independent financial planning firm, is seeking an experienced Independent Financial Adviser (IFA) to join their well established team. This is an excellent opportunity for a qualified adviser looking to inherit an existing client bank while benefiting from pre-arranged appointments, strong administrative support, and the flexibility of hybrid working. The Role You will provide holistic financial advice to an established client base, helping individuals and businesses achieve their financial goals through tailored planning solutions. Key responsibilities include: Managing and developing long-term client relationships. Conducting client reviews and new business meetings, both in person and remotely. Assessing clients' financial circumstances, objectives, and existing arrangements. Creating and presenting tailored financial planning recommendations. Advising on a range of financial products and investment solutions. Working closely with professional introducers, including solicitors and accountants. Generating new business opportunities through networking and referrals. Ensuring all advice and recommendations remain fully compliant and accurately documented. Keeping up to date with financial markets, products, and regulatory changes. About You Previous experience working as an Independent Financial Adviser on a whole of market basis. Strong relationship-building and communication skills. Excellent analytical and problem-solving abilities. A professional and client-focused approach. Ability to manage your own workload while maintaining high standards of compliance and client service. What's on Offer Salary of £40,000 - £65,000 depending on experience. Existing client bank provided. Pre-booked client appointments. Hybrid working arrangement. Private medical insurance. Enhanced maternity and paternity benefits. Additional annual leave entitlement. If you're an experienced Financial Adviser looking for a role that offers genuine client relationships, quality support, and long-term career development, we'd love to hear from you.
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Jun 30, 2026
Full time
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. We're seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow - entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active, revenue-generating client bank Salary up to £80,000 plus discretionary bonus (£10,000 - £15,000) Full paraplanning and admin support provided Hybrid working arrangement with autonomy and trust Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal) Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to Apply If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Jun 30, 2026
Full time
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. We're seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow - entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active, revenue-generating client bank Salary up to £80,000 plus discretionary bonus (£10,000 - £15,000) Full paraplanning and admin support provided Hybrid working arrangement with autonomy and trust Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal) Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to Apply If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations
Jun 30, 2026
Full time
Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
Jun 30, 2026
Full time
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office The opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin support This is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits package We are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonus Free parking on site Hybrid working option although you will need to be pretty local to Gatwick
These opportunities are so rare! We are looking for a trainee IFA to join one of the areas market leading, award winning IFA firms This client is a multi branch IFA business and probably the leading Sussex based IFA firm The client is ready to train the successful candidate and give you the chance to become an IFA in this lucrative industry Most IFA's who are established earn 6 figures so this is a great opportunity We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner who has had client contact or a Mortgage Broker looking to step up All leads provided All training Office based in brighton Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience We wont consider applicants who have gained the exam but have no experience within the sector
Jun 30, 2026
Full time
These opportunities are so rare! We are looking for a trainee IFA to join one of the areas market leading, award winning IFA firms This client is a multi branch IFA business and probably the leading Sussex based IFA firm The client is ready to train the successful candidate and give you the chance to become an IFA in this lucrative industry Most IFA's who are established earn 6 figures so this is a great opportunity We are seeking someone who has already passed and gained their Level 4 Diploma in Financial Services The ideal candidate will be a Paraplanner who has had client contact or a Mortgage Broker looking to step up All leads provided All training Office based in brighton Mon-Fri 9-5 Full Benefits package Bonus package Please only apply if you have Level 4 Diploma and some form of Financial Services experience We wont consider applicants who have gained the exam but have no experience within the sector
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Jun 30, 2026
Full time
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Job title: Product Owner Location: Halifax (Hybrid) Duration: 6 Months (Potential to Extend) Rate: 500 per day (Umbrella) or a PAYE salary of 75,000 per annum Are you ready to take your career to the next level in the dynamic world of financial services? Our client is on the lookout for a passionate and driven Product Owner to join their innovative team! This is an exciting opportunity to shape platform functionality and enhance financial products that meet client needs. If you're eager to make a significant impact, we want to hear from you! Your Role : As a Product Owner, you will report directly to the Team Product Owner and play a pivotal role in designing, launching, and refining platform functionality. Here's what you can expect: Customer-Centric Focus: Personally meet customer needs related to standard products and services while supervising a team of customer advisors. Product Development: Analyse and evaluate the feasibility of proposed complex financial products. Develop and amend these products with guidance from senior colleagues. Compliance Oversight: Investigate standard and non-routine incidents, providing expert advice while coordinating with internal functions to ensure adherence to regulatory standards. Risk Management: Develop and deliver contingency plans for significant aspects of risk management, identifying and implementing improvements to existing business practices. Team Development: Implement a formal development framework for your team and coach others to foster a culture of continuous improvement. Key Responsibilities : Develop and deliver contingency plans for significant aspects of the risk management process. Take charge of implementing a formal development framework for your team with guidance from senior colleagues. Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Actively coach and mentor others in your area of expertise, promoting a culture of growth and learning. Pursue personal development opportunities to stay ahead in the evolving financial landscape. What We're Looking For : Proven experience as a Product Owner, particularly in platform functionality and financial products. Strong understanding of compliance and risk management principles. Experience delivering Microsoft Viva Suite products, especially Viva Engage and Viva Amplify. Proficiency in tools such as Jira and Confluence. A proactive approach to customer needs analysis and problem-solving. Why Join Us? Impactful Work: Play a crucial role in enhancing financial products and services that make a difference for our clients. Collaborative Environment: Work alongside talented professionals in a supportive and innovative atmosphere. Development Opportunities: Benefit from continuous learning and professional growth as you advance your career. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! Let's shape the future of financial services together! Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Please be advised: if you haven't heard from us within 48 hours, then unfortunately your application has not been successful on this occasion. We may, however, keep your details on file for any suitable future vacancies and contact you accordingly. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Jun 30, 2026
Contractor
Job title: Product Owner Location: Halifax (Hybrid) Duration: 6 Months (Potential to Extend) Rate: 500 per day (Umbrella) or a PAYE salary of 75,000 per annum Are you ready to take your career to the next level in the dynamic world of financial services? Our client is on the lookout for a passionate and driven Product Owner to join their innovative team! This is an exciting opportunity to shape platform functionality and enhance financial products that meet client needs. If you're eager to make a significant impact, we want to hear from you! Your Role : As a Product Owner, you will report directly to the Team Product Owner and play a pivotal role in designing, launching, and refining platform functionality. Here's what you can expect: Customer-Centric Focus: Personally meet customer needs related to standard products and services while supervising a team of customer advisors. Product Development: Analyse and evaluate the feasibility of proposed complex financial products. Develop and amend these products with guidance from senior colleagues. Compliance Oversight: Investigate standard and non-routine incidents, providing expert advice while coordinating with internal functions to ensure adherence to regulatory standards. Risk Management: Develop and deliver contingency plans for significant aspects of risk management, identifying and implementing improvements to existing business practices. Team Development: Implement a formal development framework for your team and coach others to foster a culture of continuous improvement. Key Responsibilities : Develop and deliver contingency plans for significant aspects of the risk management process. Take charge of implementing a formal development framework for your team with guidance from senior colleagues. Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Actively coach and mentor others in your area of expertise, promoting a culture of growth and learning. Pursue personal development opportunities to stay ahead in the evolving financial landscape. What We're Looking For : Proven experience as a Product Owner, particularly in platform functionality and financial products. Strong understanding of compliance and risk management principles. Experience delivering Microsoft Viva Suite products, especially Viva Engage and Viva Amplify. Proficiency in tools such as Jira and Confluence. A proactive approach to customer needs analysis and problem-solving. Why Join Us? Impactful Work: Play a crucial role in enhancing financial products and services that make a difference for our clients. Collaborative Environment: Work alongside talented professionals in a supportive and innovative atmosphere. Development Opportunities: Benefit from continuous learning and professional growth as you advance your career. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! Let's shape the future of financial services together! Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Please be advised: if you haven't heard from us within 48 hours, then unfortunately your application has not been successful on this occasion. We may, however, keep your details on file for any suitable future vacancies and contact you accordingly. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
Jun 30, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Location: Wilmslow Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Jun 30, 2026
Full time
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Location: Wilmslow Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
