28 jobs found

Paraplanner Crowthorne / Maidenhead Hybrid Working Up to £46,000 + Excellent Benefits Are you an experienced Paraplanner looking to join a supportive, forward-thinking wealth management firm where your expertise is valued and your career can flourish? My client is seeking a skilled and motivated Paraplanner to join their growing team. This is an excellent opportunity for someone who enjoys technical research, report writing, and working closely with advisers to deliver outstanding outcomes for clients. What's in it for you? Excellent Benefits Package Hybrid and flexible working Competitive holiday allowance Buy and sell holiday scheme Your birthday off every year Additional holidays for long service Annual discretionary bonus Contributory pension scheme Death in service benefit Health and wellbeing cashback scheme Discounted gym memberships and healthcare benefits Retail discounts and cashback on everyday purchases Access to free online training courses Regular social events including Summer and Christmas celebrations Ongoing professional development and career progression support The Role As a Paraplanner, you'll play a key role in supporting Financial Advisers by providing high-quality research, technical analysis, and suitability reports. Key responsibilities include: Conducting comprehensive research on financial products and investments Preparing bespoke investment and financial planning reports Analysing existing portfolios against suitable benchmarks Producing complex financial planning recommendations Assisting with pension and investment transfer analysis Keeping up to date with technical, legislative and regulatory developments Supporting trainee paraplanners and sharing technical knowledge Contributing to research projects and meeting agreed service levels About You To be successful in this role, you'll have: Diploma in Financial Planning (or equivalent) Previous Paraplanning experience within an IFA or Wealth Management environment Strong financial planning and technical knowledge Excellent report-writing skills High levels of accuracy and attention to detail Strong written, numerical and analytical skills Good working knowledge of Microsoft Office Ready for Your Next Step? If you're looking for a role where your technical expertise is recognised, your development is supported, and you can enjoy genuine flexibility alongside a comprehensive benefits package, we'd love to hear from you. Apply today to find out more.

Financial Services Admin / Trainee Paraplanner Boutique Wealth Management Practice Cheshire Are you currently working in Financial Services and looking to take the next step in your career? Perhaps you're working in Financial Planning Administration, Sales Support, Client Services, Compliance, or a similar role and are keen to move into Paraplanning? Our client, a highly respected boutique wealth management firm in Cheshire, is looking for an ambitious individual to join their team and develop into a Paraplanner. Why this opportunity? This is more than just a job move-it's a genuine career development opportunity. You'll receive hands-on training, mentoring from experienced professionals, and support towards achieving your professional qualifications. Study support and development opportunities are available for candidates working towards, or keen to begin, their Level 4 Diploma. What you'll be doing Supporting the Financial Planners and Paraplanning team Conducting research across pensions, investments and protection products Assisting with suitability reports and client recommendations Preparing client review packs and documentation Developing your technical knowledge and financial planning expertise Learning the skills required to become a successful Paraplanner What we're looking for Experience within Financial Services, such as: Financial Planning Administration Sales Support Client Services Compliance Wealth Management Support A genuine interest in financial planning and technical advice Strong attention to detail and analytical skills A proactive, positive, can-do attitude Excellent communication skills A desire to learn, develop and progress your career What's on offer? Competitive salary and benefits package Study support towards Level 4 Diploma qualifications Structured career progression into Paraplanning Flexible working options Supportive and collaborative team environment The opportunity to join a growing boutique firm where your contribution is valued If you're ready to move beyond administration or support and build a long-term career in financial planning, we'd love to hear from you. Apply today or get in touch for a confidential conversation.

Associate Wealth Manager/Junior Financial Planner Northampton £40,000 - £50,000 DOE + Discretionary Bonus Clear Path to Advising Study Support to Chartered PMI, IP, DIS Gym Membership Onsite Parking Generous Pension The Opportunity We are working with a growing and highly ambitious Chartered Wealth Management firm is seeking an Associate Wealth Manager to join its Northampton-based team. This is a unique opportunity for an experienced Paraplanner or Associate Adviser looking to take the next step towards becoming a Financial Planner. You'll receive structured mentoring, technical training and client exposure, with a clear pathway into a Wealth Manager position. Working closely with Senior and Chartered Wealth Managers, you will play a key role in supporting the advice process, preparing recommendations, conducting research and attending client meetings whilst developing your own client-facing skills to inherit clients in the near future. About You Diploma qualified, ideally working towards Chartered Experience within a Paraplanning or similar technical financial planning role Strong understanding of pensions, investments and financial planning solutions Excellent attention to detail and report-writing skills Ambitious, professional and keen to progress towards a client-facing advisory career Strong communication and relationship-building skills This role offers a genuine route into Financial Planning, with a structured development programme designed to help you build technical expertise, gain client exposure and ultimately progress into a Wealth Manager position. You'll join a collaborative environment where personal development is actively encouraged and supported.

The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning.And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress. At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED:You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.If you have experience of working for a St James Place Partner practice that would be advantageous.Whatever your background you will want have an interest in becoming a paraplanner. -Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Trainee Paraplanner - Home-Based Salary up to £31,000 + Benefits A highly respected financial planning firm specialising in high-net-worth clients is looking to recruit a Trainee Paraplanner to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator who is eager to progress their career into paraplanning and develop their technical expertise within a supportive environment. The Role Working in a fully home-based position, you will receive comprehensive training and ongoing guidance as you transition into a paraplanning role. You'll be part of a close-knit, collaborative team that is committed to your professional development. Key Benefits Competitive salary up to £31,000 (depending on experience) Full support towards CII qualifications Structured training and career progression Flexible, home-based working (ideally based Yorkshire) Supportive and team-oriented culture About You Experience as a Financial Planning Administrator Strong interest in developing a career in paraplanning Keen to study towards and complete CII exams Strong attention to detail and organisational skills Ability to work independently in a remote setting

An exciting opportunity has arisen to join a growing Chartered Financial Planning firm during a significant period of expansion. The business is investing heavily in its regional offices and has ambitious growth plans, making this an excellent time to join an organisation that is committed to developing talent from within. The role is designed for an ambitious Paraplanner who is looking to progress into a Financial Planner position. Initially, you will work in a client-facing Paraplanner capacity, supporting experienced advisers and attending client meetings, before transitioning into an authorised adviser role after approximately 12 months. What you'll receive: • Clear pathway into a Financial Planner role • Structured development and support towards becoming an adviser • Strong culture of internal promotion based on merit • Competitive basic salary and benefits package • Generous bonus scheme once authorised • Opportunity to join a growing office with significant long-term career prospects Ideal candidates will have: • Experience within Financial Planning as a Paraplanner or similar technical role • Progress towards, or completion of, Level 4 Diploma qualifications • Strong communication and relationship-building skills • Ambition to become a successful Financial Planner • A long-term mindset and desire to grow with the business This is an excellent opportunity for someone looking to take the next step towards becoming a Financial Planner within a supportive and expanding organisation.

Are you a Trainee/Junior Financial Adviser lacking structure in your current role? Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career? Or perhaps you feel you aren't seeing the career progression once promised in your current role? An excellent opportunity has arisen for a Trainee Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Advisers. Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to take the next step into client-facing role. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Advisers to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into a Financial Planner role. You will also be provided with existing clients once competent, as well as marketing and business development support to grow your client book. What's on Offer Salary to £42,000 Excellent bonus structure Clear pathway into a Financial Adviser role Full training, mentoring and development support Dedicated Administrator and full paraplanning support (upon reaching Adviser status) Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and trust 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 status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified Trainee/Junior Financial Adviser, Paraplanner or experienced technical Administrator seeking a clear route into a Financial Planner role Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With an established client bank provided as part of your transition into advice and a clear pathway into a Financial Adviser role, this position offers an exceptional platform on which to build a successful advisory career and earn very well. If this opportunity is of interest, please send your CV to Harry at Financial Divisions

Trainee/Junior Paraplanner Stockton-on-Tees Full-time Permanent About the Company A well-established and growing independent financial planning firm based in Stockton is seeking a Junior Paraplanner to join their collaborative and client-focused team. This firm provides high-quality, holistic financial advice to a diverse range of clients and is committed to developing talent internally. The Role This is an excellent opportunity for someone currently working in a financial planning support or administration role who is looking to take the next step into paraplanning. You will work closely with experienced Financial Planners and Paraplanners to provide technical and administrative support across the advice process, ensuring a smooth and compliant client journey. Key Responsibilities Supporting Financial Planners with case preparation and research Producing suitability reports and financial planning documentation Conducting product, fund, and provider research Assisting with cashflow modelling (where applicable) Preparing review packs and client review documentation Maintaining accurate and compliant client records Liaising with providers and platforms to obtain required information Requirements Experience within a financial planning firm in a support or administrative capacity, minimum 3 years Strong understanding of financial planning products and processes Working towards, or having achieved, Level 4 Diploma in Financial Planning (or equivalent) Good technical knowledge across pensions, investments, and protection Excellent attention to detail and organisational skills Strong communication skills and ability to work within a team What's on Offer Clear progression pathway into a fully-fledged Paraplanner role Support with professional qualifications Friendly and supportive team environment Competitive salary and benefits package

Paraplanner / Trainee Paraplanner Rotherham Up to £40,000 DOE NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Rotherham who are looking to recruit either an experienced Paraplanner or an ambitious Trainee Paraplanner to join their friendly and supportive team. This is an excellent opportunity to join a genuinely client-focused business that has built a strong reputation for delivering high-quality financial planning and long-term client relationships. The firm offers a welcoming and collaborative working environment where development and progression are actively encouraged. The Role Working closely with Financial Advisers and the wider support team, you will provide technical and administrative support throughout the advice process. Responsibilities will include: Preparing and writing suitability reports and recommendation letters Conducting research across pensions, investments and protection products Assisting advisers with client review preparation and meeting documentation Liaising with providers and platforms regarding client cases Supporting the implementation of recommendations and new business processing Maintaining accurate client records and ensuring compliance standards are met Assisting with ongoing client servicing and annual reviews About You For experienced candidates: Previous Paraplanning experience within an IFA / Financial Planning environment Experience writing suitability reports Strong technical knowledge of pensions and investments Organised with excellent attention to detail For trainee candidates: Experience within Financial Services / IFA Administration essential Keen to progress into Paraplanning and develop technical knowledge Strong communication and organisational skills Professional and client-focused approach What's on Offer Salary up to £40,000 DOE Opportunity to join a friendly and supportive team Long-established and highly respected Financial Planning firm Genuine development and progression opportunities Office-based role within a collaborative working environment Strong focus on client relationships and quality advice This is a fantastic opportunity for either an experienced Paraplanner or someone looking to take the next step into paraplanning within a supportive and growing Financial Planning firm. Apply today or contact NJR Recruitment quoting NJR16807

Trainee Paraplanner Leicester Up to £30,000 Full CII Study Support Looking to build a successful career in Financial Planning? Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees. Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people. As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning. The Opportunity This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged. Key Responsibilities " Processing new business applications, client valuations and illustrations " Preparing fund value reports and client documentation " Conducting research to support the financial planning process " Producing pension, investment and protection quotations and valuations " Managing Letters of Authority and maintaining accurate client records " Supporting Financial Advisers with ongoing client servicing and administrative duties About You " Previous experience within an IFA, Financial Planning or Wealth Management environment " Strong attention to detail and excellent organisational skills " A client-focused approach with a commitment to delivering exceptional service " Enthusiasm to learn, develop and progress within Financial Planning " Excellent written and verbal communication skills What's on Offer? " Salary up to £28,000 " Full support towards CII professional qualifications " Clear progression pathway into Paraplanning " Supportive and collaborative boutique working environment " Long-term career development within a growing and reputable firm This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available. For further information, please contact one of our specialist consultants quoting reference NJR16806

Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.

Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.

We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based

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)

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response .

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.

You want to build a career in financial planning. But you also want to know how you ll actually get there. Not vague promises. Not we ll see how you get on . Not spending three years doing the same admin work hoping someone eventually notices you. This Chartered financial planning firm has a development model that genuinely works. They hire bright, ambitious Assistant Client Managers and develop them into full Client Managers within around six months through intense, hands-on training and exposure to the full advice process. Longer-term, if advice is the route you want to go down, they can support that too. But this isn t one of those firms promising you ll be an adviser by Christmas. It s structured, realistic and repeatable. They ve already developed multiple people through the business into advice roles and, with two acquisitions completed alongside strong organic growth, there will be genuine long-term opportunity here for the right person. THE PAY Starting salary is up to c£26,500 with salary review/promotion potential after around six months depending on development and progress. There s also bonus potential, benefits and flexible working hours with a half-day finish on Fridays. THE JOB You ll start in a support role, working closely with senior planners and experienced Client Managers. But unlike some admin jobs, you won t just sit processing paperwork for two years. You ll be exposed to the full client journey from the start including report preparation, client interaction, meetings and the wider planning process. It s a steep learning curve, but for the right person that s exactly the appeal. The firm will fund your exams, support your development and help shape your career based on your strengths and ambitions. THE COMPANY This is a modern, growing Chartered IFA firm with a younger leadership team than most in the profession. They value energy, curiosity and people who want to improve. The environment suits people who ask questions, get stuck in and take ownership of their own development. In fact, their hiring mistakes have usually been with people who were too hesitant, too passive or waiting to be spoon-fed. HERE S WHAT YOU LL NEED You ll already have some experience in financial services or financial planning administration. Hopefully you'll have exposure to AJ Bell and Abrdn platforms, and/or IO, but it's not a pre-requisite. You don t need exams already, but you do need genuine interest in the profession and the drive to learn quickly. You ll be proactive, adaptable, tech-savvy and comfortable working closely with others in an office environment (5 days a week in the office). Want a firm that actually has a plan for your development rather than just talking about one? Click apply. Don t worry if your CV isn t fully up to date. We can sort that later. Everyone will get a response.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner