Financial Planner - Birmingham (Hybrid) Location: Birmingham (Hybrid - 1 day per week from home, with additional flexibility for client commitments) Salary: £70,000 - £80,000+ (Negotiable, dependent on experience) Contract: Permanent, Employed A highly respected national wealth management and investment firm is seeking an experienced Financial Planner to join their Birmingham office. This is a rare opportunity to step into an established role with a book of clients provided from day one. The successful candidate will be joining a supportive and ambitious team, with genuine scope for career progression for the right individual. The Opportunity You will work with a client base of High Net Worth (HNW) individuals, many of whom require advice in more complex financial planning areas such as VCTs, EIS, and Inheritance Tax (IHT) planning . This role will suit a proven adviser with strong technical knowledge, excellent client management skills, and the drive to develop long-term relationships. Key Responsibilities Provide tailored financial planning and wealth management advice to HNW clients. Manage and grow a provided client book, delivering excellent client service. Advise across a wide range of planning areas including pensions, investments, protection, and estate planning. Maintain technical knowledge across tax-efficient and complex planning strategies. Collaborate with internal colleagues to ensure holistic client outcomes. About You Level 4 Diploma qualified as a minimum (Chartered or working towards desirable). Background as a Financial Planner/Adviser, ideally from an IFA or Discretionary Fund Management (DFM) environment . Experienced in working with HNW clients . Strong knowledge of complex planning including VCTs, EIS, and IHT. Excellent communication and relationship management skills. Package & Benefits Salary from £70,000 - £80,000+ DOE (higher for the right candidate). Discretionary bonus linked to personal and company performance. Full benefits package including: Private Medical Insurance (PMI) Permanent Health Insurance (PHI) Death in Service (DIS) cover Generous pension contributions (up to 12%) Hybrid working - 1 day per week from home, with flexibility around client commitments. Genuine career advancement opportunities within the Birmingham team. If you are an ambitious, client-focused Financial Planner with the technical expertise and motivation to take your career forward, please get in touch to discuss this opportunity in confidence.
Oct 18, 2025
Full time
Financial Planner - Birmingham (Hybrid) Location: Birmingham (Hybrid - 1 day per week from home, with additional flexibility for client commitments) Salary: £70,000 - £80,000+ (Negotiable, dependent on experience) Contract: Permanent, Employed A highly respected national wealth management and investment firm is seeking an experienced Financial Planner to join their Birmingham office. This is a rare opportunity to step into an established role with a book of clients provided from day one. The successful candidate will be joining a supportive and ambitious team, with genuine scope for career progression for the right individual. The Opportunity You will work with a client base of High Net Worth (HNW) individuals, many of whom require advice in more complex financial planning areas such as VCTs, EIS, and Inheritance Tax (IHT) planning . This role will suit a proven adviser with strong technical knowledge, excellent client management skills, and the drive to develop long-term relationships. Key Responsibilities Provide tailored financial planning and wealth management advice to HNW clients. Manage and grow a provided client book, delivering excellent client service. Advise across a wide range of planning areas including pensions, investments, protection, and estate planning. Maintain technical knowledge across tax-efficient and complex planning strategies. Collaborate with internal colleagues to ensure holistic client outcomes. About You Level 4 Diploma qualified as a minimum (Chartered or working towards desirable). Background as a Financial Planner/Adviser, ideally from an IFA or Discretionary Fund Management (DFM) environment . Experienced in working with HNW clients . Strong knowledge of complex planning including VCTs, EIS, and IHT. Excellent communication and relationship management skills. Package & Benefits Salary from £70,000 - £80,000+ DOE (higher for the right candidate). Discretionary bonus linked to personal and company performance. Full benefits package including: Private Medical Insurance (PMI) Permanent Health Insurance (PHI) Death in Service (DIS) cover Generous pension contributions (up to 12%) Hybrid working - 1 day per week from home, with flexibility around client commitments. Genuine career advancement opportunities within the Birmingham team. If you are an ambitious, client-focused Financial Planner with the technical expertise and motivation to take your career forward, please get in touch to discuss this opportunity in confidence.
The Company: An established, York based IFA firm looking to attract an experienced Financial Planning Administrator into their expanding, client-friendly adviser support team. Supporting Advisers and Paraplanners as part of a team of 10, they offer an opportunity to join a business providing focused HNW private clientele with family planning and wealth management advice. Office Location: Escrick, South York Working Setup: 100% office-based Package: £30-32k base discretionary bonus and full company benefits Benefits: Auto-enrolled pension, 2xDIS PMI Cover Holidays: 26-days holiday stats Working hours: Full-time The Role: The remit is a technical administration role dealing with all internal processing as well as managing client relationships and query management. Further duties include: Dealing with general administration tasks such as answering phones, managing emails and dealing with post Processing client applications, submitting new business accurately and efficiently Placing investment trades and fund switches on instruction Liaising with providers and clients to obtain and update information Maintaining internal systems and records Organising annual reviews with clients Preparing reports and paperwork for client meetings Supporting advisers and paraplanners to help deliver a smooth client experience The Person: A background in the IFA/wealth management background is required, coupled with administrative experience supporting private wealth focused financial planners. Do you hold: 2+ years financial services industry experience? Experienced in processing new business across Investments & Pensions caseloads? Meticulous attention to detail with accuracy at the forefront of your work? What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Oct 18, 2025
Full time
The Company: An established, York based IFA firm looking to attract an experienced Financial Planning Administrator into their expanding, client-friendly adviser support team. Supporting Advisers and Paraplanners as part of a team of 10, they offer an opportunity to join a business providing focused HNW private clientele with family planning and wealth management advice. Office Location: Escrick, South York Working Setup: 100% office-based Package: £30-32k base discretionary bonus and full company benefits Benefits: Auto-enrolled pension, 2xDIS PMI Cover Holidays: 26-days holiday stats Working hours: Full-time The Role: The remit is a technical administration role dealing with all internal processing as well as managing client relationships and query management. Further duties include: Dealing with general administration tasks such as answering phones, managing emails and dealing with post Processing client applications, submitting new business accurately and efficiently Placing investment trades and fund switches on instruction Liaising with providers and clients to obtain and update information Maintaining internal systems and records Organising annual reviews with clients Preparing reports and paperwork for client meetings Supporting advisers and paraplanners to help deliver a smooth client experience The Person: A background in the IFA/wealth management background is required, coupled with administrative experience supporting private wealth focused financial planners. Do you hold: 2+ years financial services industry experience? Experienced in processing new business across Investments & Pensions caseloads? Meticulous attention to detail with accuracy at the forefront of your work? What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Paraplanner International Wealth & Investment Management Firm Location: Birmingham City Centre (Hybrid Working Available) Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position in Birmingham. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package. The company work exclusively with HNW and UHNW clients, so they are working at the highest levels. Because of this, Paraplanners will gain experience with varied and interesting cases, with lots of different clients, including; VCT/ EIS/ Offshore Bonds/ IHT/ FIC etc Role Overview: The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business. Responsibilities will include: Providing technical and administrative support to Financial Planners and Advisers Preparing comprehensive financial plans, reports, and recommendations Conducting research and analysis to develop tailored financial solutions Ensuring compliance with FCA regulations and internal policies Assisting in the preparation and delivery of client meetings and reviews Liaising with internal teams to maintain high service standards Candidate Requirements: The ideal candidate will possess: CII Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum. Essential Strong analytical and problem-solving skills Excellent written and verbal communication abilities A high level of accuracy, attention to detail, and the ability to meet deadlines The ability to work both independently and collaboratively within a team Previous experience in a Paraplanning role within wealth management Benefits & Remuneration: Salary: Up to £50,000 (dependent on experience, potentially negotiable) Comprehensive benefits package, including: Private medical insurance Group income protection Generous pension contributions Employee assistance programme Health assessments Season ticket loan, cycle-to-work scheme, and more Annual Discretionary Bonus Hybrid working model- flexibility to work remotely - 1 day per week This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Oct 18, 2025
Full time
Paraplanner International Wealth & Investment Management Firm Location: Birmingham City Centre (Hybrid Working Available) Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position in Birmingham. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package. The company work exclusively with HNW and UHNW clients, so they are working at the highest levels. Because of this, Paraplanners will gain experience with varied and interesting cases, with lots of different clients, including; VCT/ EIS/ Offshore Bonds/ IHT/ FIC etc Role Overview: The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business. Responsibilities will include: Providing technical and administrative support to Financial Planners and Advisers Preparing comprehensive financial plans, reports, and recommendations Conducting research and analysis to develop tailored financial solutions Ensuring compliance with FCA regulations and internal policies Assisting in the preparation and delivery of client meetings and reviews Liaising with internal teams to maintain high service standards Candidate Requirements: The ideal candidate will possess: CII Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum. Essential Strong analytical and problem-solving skills Excellent written and verbal communication abilities A high level of accuracy, attention to detail, and the ability to meet deadlines The ability to work both independently and collaboratively within a team Previous experience in a Paraplanning role within wealth management Benefits & Remuneration: Salary: Up to £50,000 (dependent on experience, potentially negotiable) Comprehensive benefits package, including: Private medical insurance Group income protection Generous pension contributions Employee assistance programme Health assessments Season ticket loan, cycle-to-work scheme, and more Annual Discretionary Bonus Hybrid working model- flexibility to work remotely - 1 day per week This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Financial Adviser Manager Wakefield £50,000 - £60,000 + car allowance and bonus Team Leadership Business Development Adviser Performance NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused Manager of Financial Advisers to join a dynamic and growing wealth management business. In this key role, you will take responsibility for leading, developing, and motivating a team of Wealth Planners, ensuring performance targets and business objectives are consistently achieved - while also contributing to strategic growth and revenue generation. Key Responsibilities: Lead and manage a team of regulated financial advisers, ensuring they meet KPIs and compliance standards Drive business development and revenue growth, supporting advisers in converting opportunities and building client relationships Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes Work closely with senior leadership to support regional strategy, recruitment, and operational planning Champion a high-performance culture while maintaining strong ethical and client-first values Ensure the team adheres to FCA regulations and internal compliance frameworks Identify training needs and oversee adviser development and competency tracking What We're Looking For: Proven experience managing a team of Financial Advisers in a wealth management or IFA environment Strong understanding of financial planning products, client segmentation, and business development strategies Excellent people management skills with a track record of hitting team KPIs and driving commercial success Confident in performance coaching, leadership reporting, and operational oversight Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable A natural leader with credibility, professionalism, and strong interpersonal skills What's on Offer: Base salary up to £60,000, depending on experience Performance-related bonus structure Opportunity to lead and shape a growing team Strong internal support structure and career development potential Join a well-regarded firm known for quality advice and ethical practice Progression opportunities to Managing Director in time If you're an experienced financial services leader ready to take on a pivotal role in adviser development and team success - we want to hear from you. Apply now or contact NJR Recruitment quoting NJR16090 for a confidential discussion.
Oct 18, 2025
Full time
Financial Adviser Manager Wakefield £50,000 - £60,000 + car allowance and bonus Team Leadership Business Development Adviser Performance NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused Manager of Financial Advisers to join a dynamic and growing wealth management business. In this key role, you will take responsibility for leading, developing, and motivating a team of Wealth Planners, ensuring performance targets and business objectives are consistently achieved - while also contributing to strategic growth and revenue generation. Key Responsibilities: Lead and manage a team of regulated financial advisers, ensuring they meet KPIs and compliance standards Drive business development and revenue growth, supporting advisers in converting opportunities and building client relationships Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes Work closely with senior leadership to support regional strategy, recruitment, and operational planning Champion a high-performance culture while maintaining strong ethical and client-first values Ensure the team adheres to FCA regulations and internal compliance frameworks Identify training needs and oversee adviser development and competency tracking What We're Looking For: Proven experience managing a team of Financial Advisers in a wealth management or IFA environment Strong understanding of financial planning products, client segmentation, and business development strategies Excellent people management skills with a track record of hitting team KPIs and driving commercial success Confident in performance coaching, leadership reporting, and operational oversight Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable A natural leader with credibility, professionalism, and strong interpersonal skills What's on Offer: Base salary up to £60,000, depending on experience Performance-related bonus structure Opportunity to lead and shape a growing team Strong internal support structure and career development potential Join a well-regarded firm known for quality advice and ethical practice Progression opportunities to Managing Director in time If you're an experienced financial services leader ready to take on a pivotal role in adviser development and team success - we want to hear from you. Apply now or contact NJR Recruitment quoting NJR16090 for a confidential discussion.
PA - Financial Services Wakefield - Office Based Up to £28,000 + Benefits NJR Recruitment is working in partnership with a well-established independent financial advice firm in Wakefield, who are now looking to recruit an IFA Administrator / PA to provide high-quality support to a senior adviser. This is a fantastic opportunity for an organised and detail-focused professional who enjoys working in a varied role with responsibility, and who takes pride in delivering excellent client service. The Role: As an IFA Administrator / PA, you'll be responsible for: Providing day-to-day administrative support to the Financial Adviser Preparing client review packs, valuations, and documentation for meetings Processing new business applications and maintaining accurate records Liaising with providers and clients, chasing information where required Managing diaries, correspondence, and ensuring the Adviser is fully supported Acting as the first point of contact for client queries, ensuring a professional service at all times About You: We are looking for candidates who can demonstrate: Previous experience in an IFA, wealth management, or financial planning firm (essential) Good understanding of pensions, investments, and protection administration Excellent organisational skills and strong attention to detail A professional and proactive approach, with confidence communicating with clients Ability to work independently, as well as part of a small, friendly team What's on Offer: Salary up to £28,000 depending on experience 25 days holiday + Bank Holidays Bonus Scheme Free Parking Supportive independent practice with a loyal client base Opportunity to work closely with the adviser in a trusted, responsible position Long-term stability and career progression within financial services This is an excellent opportunity for a career administrator or PA with financial planning experience who is looking to join a professional and supportive firm where your contribution will really make a difference. For more information apply now or contact NJR Recruitment today quoting NJR16094
Oct 18, 2025
Full time
PA - Financial Services Wakefield - Office Based Up to £28,000 + Benefits NJR Recruitment is working in partnership with a well-established independent financial advice firm in Wakefield, who are now looking to recruit an IFA Administrator / PA to provide high-quality support to a senior adviser. This is a fantastic opportunity for an organised and detail-focused professional who enjoys working in a varied role with responsibility, and who takes pride in delivering excellent client service. The Role: As an IFA Administrator / PA, you'll be responsible for: Providing day-to-day administrative support to the Financial Adviser Preparing client review packs, valuations, and documentation for meetings Processing new business applications and maintaining accurate records Liaising with providers and clients, chasing information where required Managing diaries, correspondence, and ensuring the Adviser is fully supported Acting as the first point of contact for client queries, ensuring a professional service at all times About You: We are looking for candidates who can demonstrate: Previous experience in an IFA, wealth management, or financial planning firm (essential) Good understanding of pensions, investments, and protection administration Excellent organisational skills and strong attention to detail A professional and proactive approach, with confidence communicating with clients Ability to work independently, as well as part of a small, friendly team What's on Offer: Salary up to £28,000 depending on experience 25 days holiday + Bank Holidays Bonus Scheme Free Parking Supportive independent practice with a loyal client base Opportunity to work closely with the adviser in a trusted, responsible position Long-term stability and career progression within financial services This is an excellent opportunity for a career administrator or PA with financial planning experience who is looking to join a professional and supportive firm where your contribution will really make a difference. For more information apply now or contact NJR Recruitment today quoting NJR16094
Financial Planner - Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients High-Quality Leads Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Existing HNW Client Bank - Step into an established portfolio from retiring advisersHigh-Quality Leads - Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme - Rewards for both client retention and business growthComprehensive Benefits - DIS, flexible benefits, pensionFlex Working - Hybrid model with office and home-based optionsFull Support - Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support - Ongoing professional development towards Chartered status Your Role Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice. Convert warm, high-value leads into lasting client relationships. Deliver expert advice across investments, pensions, estate planning, and protection. Work alongside a skilled paraplanning and compliance team to ensure seamless client service. Maintain the highest ethical and compliance standards while driving business growth. About You Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills. If you're looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we'd love to hear from you.
Oct 18, 2025
Full time
Financial Planner - Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients High-Quality Leads Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Existing HNW Client Bank - Step into an established portfolio from retiring advisersHigh-Quality Leads - Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme - Rewards for both client retention and business growthComprehensive Benefits - DIS, flexible benefits, pensionFlex Working - Hybrid model with office and home-based optionsFull Support - Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support - Ongoing professional development towards Chartered status Your Role Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice. Convert warm, high-value leads into lasting client relationships. Deliver expert advice across investments, pensions, estate planning, and protection. Work alongside a skilled paraplanning and compliance team to ensure seamless client service. Maintain the highest ethical and compliance standards while driving business growth. About You Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills. If you're looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we'd love to hear from you.
Financial Planner - Step Into an Established HNW Client Bank & Uncapped EarningsClients Provided High-Quality Leads Career Progression Holistic, Whole of Market Planning Feeling stuck in your current firm? Recently signed off CAS but not getting the opportunities you deserve? This is your chance to take the next step in your career and hit the ground running with a ready-made HNW client bank and a steady flow of high-quality leads. If you've been advising under supervision and are frustrated by a lack of support, clients, or earning potential, this role will provide everything you need to thrive as a fully-fledged Financial Planner. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Clients Ready & Waiting - Inherit a portfolio of HNW clients from retiring advisersHigh-Value Leads - Warm referrals from professional introducers and digital sources (typical client £500k+)Flex Working - Hybrid model with both office and home-based optionsGenuine Career Progression - Clear path to Chartered status and senior advisory roles Your Role Take over an existing client bank and provide holistic financial advice across investments, pensions, estate planning, and protection. Convert high-quality leads into long-term client relationships. Drive business growth while maintaining the highest ethical and compliance standards. About You Recently signed off CAS or advising under supervision but ready for full independence.Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Proven experience as a Financial Planner, IFA, or Wealth Manager, with strong client-facing skills.Motivated to grow your client book and increase your earnings. If you're ready to take full control of your career, step into an established client base, and be properly rewarded for your work, we'd love to hear from you. Apply now or contact us for a confidential chat.
Oct 18, 2025
Full time
Financial Planner - Step Into an Established HNW Client Bank & Uncapped EarningsClients Provided High-Quality Leads Career Progression Holistic, Whole of Market Planning Feeling stuck in your current firm? Recently signed off CAS but not getting the opportunities you deserve? This is your chance to take the next step in your career and hit the ground running with a ready-made HNW client bank and a steady flow of high-quality leads. If you've been advising under supervision and are frustrated by a lack of support, clients, or earning potential, this role will provide everything you need to thrive as a fully-fledged Financial Planner. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Clients Ready & Waiting - Inherit a portfolio of HNW clients from retiring advisersHigh-Value Leads - Warm referrals from professional introducers and digital sources (typical client £500k+)Flex Working - Hybrid model with both office and home-based optionsGenuine Career Progression - Clear path to Chartered status and senior advisory roles Your Role Take over an existing client bank and provide holistic financial advice across investments, pensions, estate planning, and protection. Convert high-quality leads into long-term client relationships. Drive business growth while maintaining the highest ethical and compliance standards. About You Recently signed off CAS or advising under supervision but ready for full independence.Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Proven experience as a Financial Planner, IFA, or Wealth Manager, with strong client-facing skills.Motivated to grow your client book and increase your earnings. If you're ready to take full control of your career, step into an established client base, and be properly rewarded for your work, we'd love to hear from you. Apply now or contact us for a confidential chat.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals. Our firm is dedicated to providing personalised financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client. We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base. You will be working with us to target aspirational business leaders who can benefit from fully holistic financial advice. Salary Range is £60,000 - £80,000, earning potential north of £100,000 About the Role: As a Financial Adviser, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with £1 million AUM. This role is ideal for a proactive professional looking to develop consultancy skills and build a robust client bank of high-net-worth (HNW) individuals. Key Responsibilities: Provide tailored financial advice to clients with significant assets, ensuring their financial goals are met. Collaborate with the Managing Director to enhance your advisory skills and industry knowledge. Develop and implement marketing strategies to attract new clients. Network with potential clients to establish and grow a strong client base. Maintain up-to-date knowledge of financial products, legislation, and industry trends. Deliver exceptional client service, ensuring long-term relationships and client satisfaction. What We Offer: Mentorship and training from an experienced Managing Director. Access to an established client base to help you get started. Opportunities to market and network with HNW individuals. A supportive environment with a focus on professional development. Candidate Requirements: Proven experience in financial advising or a related field. Demonstrable success in managing client portfolios and providing sound financial advice. Strong understanding of financial markets, products, and regulations. Excellent communication, networking, and relationship-building skills. Ambition and drive to develop a successful career in financial advisory services. Relevant financial qualifications (e.g., DipFA, CII, or equivalent). How to Apply: If you are a motivated Financial Adviser ready to take your career to the next level with an industry-leading firm and like the sound of what are client is offering we want to hear from you. Please submit your CV and a cover letter detailing your experience and suitability for the role to
Oct 18, 2025
Full time
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals. Our firm is dedicated to providing personalised financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client. We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base. You will be working with us to target aspirational business leaders who can benefit from fully holistic financial advice. Salary Range is £60,000 - £80,000, earning potential north of £100,000 About the Role: As a Financial Adviser, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with £1 million AUM. This role is ideal for a proactive professional looking to develop consultancy skills and build a robust client bank of high-net-worth (HNW) individuals. Key Responsibilities: Provide tailored financial advice to clients with significant assets, ensuring their financial goals are met. Collaborate with the Managing Director to enhance your advisory skills and industry knowledge. Develop and implement marketing strategies to attract new clients. Network with potential clients to establish and grow a strong client base. Maintain up-to-date knowledge of financial products, legislation, and industry trends. Deliver exceptional client service, ensuring long-term relationships and client satisfaction. What We Offer: Mentorship and training from an experienced Managing Director. Access to an established client base to help you get started. Opportunities to market and network with HNW individuals. A supportive environment with a focus on professional development. Candidate Requirements: Proven experience in financial advising or a related field. Demonstrable success in managing client portfolios and providing sound financial advice. Strong understanding of financial markets, products, and regulations. Excellent communication, networking, and relationship-building skills. Ambition and drive to develop a successful career in financial advisory services. Relevant financial qualifications (e.g., DipFA, CII, or equivalent). How to Apply: If you are a motivated Financial Adviser ready to take your career to the next level with an industry-leading firm and like the sound of what are client is offering we want to hear from you. Please submit your CV and a cover letter detailing your experience and suitability for the role to
Job Introduction The Role We're seeking an accomplished Group Financial Controller to lead our financial reporting and control functions - a pivotal role shaping how we manage, transform and future-proof our finances . This is an exciting opportunity for a technically strong, commercially minded and people-focused finance leader who's ready to drive transformation and make a tangible social impact . Reporting to the Head of Finance, you'll oversee financial accounting, statutory reporting, and compliance . You'll lead a high-performing team, strengthen financial controls, and drive forward automation and digital transformation to enhance efficiency and insight . You'll also be a strategic business partner across the organisation - supporting projects, shaping financial strategy and ensuring Turning Point remains financially resilient and future-ready . It's a hybrid role with 1-2 days based in our Manchester office. Key Role Accountabilities Financial Leadership & Transformation - Through championing Turning Point's values, you will lead continuous improvement in the finance control function and support delivery of the rolling three-year financial strategy. You will play a key role in driving efficiency through digital tools, automation, and streamlined processes. Technical & Regulatory Excellence - You will take the lead in month-end close, statutory accounts preparation and maintain our compliance with accounting, tax and audit standards. You will be our senior subject matter expert on VAT, pensions and regulatory reporting. Reporting & Insight - Use your expertise to deliver timely, accurate financial statements and management information, delivering meaningful insight to develop how we use data and reporting to enhance transparency, decision- making and operational performance. Stakeholder Management - Make an impact through building trusted relationships with auditors, pension advisers, insurers, banks and regulators. You will act as a key business partner with internal stakeholders to ensure sound financial decisions. Risk & Governance - Be instrumental in upholding robust internal controls, leading audits, manage compliance and supporting organisational fraud prevention. Leadership & Development - Empower your team through inspiring, coaching and developing them to deliver excellence and foster a culture of learning, accountability and innovation. About You You'll be a qualified accountant (ACA, ACCA, CIMA or equivalent) with significant experience leading financial accounting or transactional teams . You will bring technical depth, commercial acumen and a track record of driving successful transformation. You'll also have: At least 5 years in a senior finance role Expertise in technical accounting, financial controls and reporting Experience leading change and implementing automation or new systems Knowledge of defined benefit pension schemes Strong leadership and stakeholder management skills (Desirable) Experience in the health or social care sector Why Join Us? As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer . We run all of our services on a not-for-profit basis; instead, we invest every penny back into our services and people . We never stop believing in change for the better, and we work constantly to improve the lives of the people we support . What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package . You will get 34 days' paid holiday a year, increasing with each year of service up to 36 days. Plus the option to buy additional holidays and spread the cost. Join our team and discover the comprehensive benefits we offer by following the link below to explore all the exciting perks available to our employees . Turning Point Benefits Ready to make an impact? If you're a forward-thinking finance leader who thrives on challenge and purpose, we'd love to hear from you. Apply now and help shape a financially sustainable future for Turning Point. We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closing date . Turning Point Attached documents Role Profile - Group Financial Controller - Oct 25.docx Apply
Oct 18, 2025
Full time
Job Introduction The Role We're seeking an accomplished Group Financial Controller to lead our financial reporting and control functions - a pivotal role shaping how we manage, transform and future-proof our finances . This is an exciting opportunity for a technically strong, commercially minded and people-focused finance leader who's ready to drive transformation and make a tangible social impact . Reporting to the Head of Finance, you'll oversee financial accounting, statutory reporting, and compliance . You'll lead a high-performing team, strengthen financial controls, and drive forward automation and digital transformation to enhance efficiency and insight . You'll also be a strategic business partner across the organisation - supporting projects, shaping financial strategy and ensuring Turning Point remains financially resilient and future-ready . It's a hybrid role with 1-2 days based in our Manchester office. Key Role Accountabilities Financial Leadership & Transformation - Through championing Turning Point's values, you will lead continuous improvement in the finance control function and support delivery of the rolling three-year financial strategy. You will play a key role in driving efficiency through digital tools, automation, and streamlined processes. Technical & Regulatory Excellence - You will take the lead in month-end close, statutory accounts preparation and maintain our compliance with accounting, tax and audit standards. You will be our senior subject matter expert on VAT, pensions and regulatory reporting. Reporting & Insight - Use your expertise to deliver timely, accurate financial statements and management information, delivering meaningful insight to develop how we use data and reporting to enhance transparency, decision- making and operational performance. Stakeholder Management - Make an impact through building trusted relationships with auditors, pension advisers, insurers, banks and regulators. You will act as a key business partner with internal stakeholders to ensure sound financial decisions. Risk & Governance - Be instrumental in upholding robust internal controls, leading audits, manage compliance and supporting organisational fraud prevention. Leadership & Development - Empower your team through inspiring, coaching and developing them to deliver excellence and foster a culture of learning, accountability and innovation. About You You'll be a qualified accountant (ACA, ACCA, CIMA or equivalent) with significant experience leading financial accounting or transactional teams . You will bring technical depth, commercial acumen and a track record of driving successful transformation. You'll also have: At least 5 years in a senior finance role Expertise in technical accounting, financial controls and reporting Experience leading change and implementing automation or new systems Knowledge of defined benefit pension schemes Strong leadership and stakeholder management skills (Desirable) Experience in the health or social care sector Why Join Us? As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer . We run all of our services on a not-for-profit basis; instead, we invest every penny back into our services and people . We never stop believing in change for the better, and we work constantly to improve the lives of the people we support . What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package . You will get 34 days' paid holiday a year, increasing with each year of service up to 36 days. Plus the option to buy additional holidays and spread the cost. Join our team and discover the comprehensive benefits we offer by following the link below to explore all the exciting perks available to our employees . Turning Point Benefits Ready to make an impact? If you're a forward-thinking finance leader who thrives on challenge and purpose, we'd love to hear from you. Apply now and help shape a financially sustainable future for Turning Point. We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closing date . Turning Point Attached documents Role Profile - Group Financial Controller - Oct 25.docx Apply
Financial Planner Hove, East Sussex (Hybrid) Salary: Up to £90,000 + bonus + benefits Overview A leading financial planning firm is seeking two Financial Planners to join their established team in Hove. Following recent acquisitions, the business has new client banks ready to transition, creating a fantastic opportunity to step into an existing, well-serviced client base. This is a rare chance to inherit a significant portfolio of clients and provide holistic financial planning within a supportive and professional environment. The Role Location: Hove (hybrid, only 1 day per week in the office). Inherit a minimum of 200 clients per adviser. Typical client AUM: £250k+. Provide independent, holistic advice across pensions, investments, and retirement planning. Work alongside a team of three experienced Financial Planners and five administrators. Candidate Profile Level 4 Diploma qualified (Chartered or working towards Chartered preferred). Minimum 1 year's experience as a Financial Planner/IFA. Strong relationship management skills with a client-first approach. Ability to deliver compliant, holistic advice while building long-term client relationships. Package & Benefits Salary: Up to £90,000 depending on experience. Bonus: 15% ongoing and 25% initial (paid half-yearly, post-threshold). 28 days holiday. 5% employer pension contribution. 4x death in service cover. Private healthcare (Bupa). Hybrid working model - only one office day per week required. This is an excellent opportunity for an ambitious Financial Planner to join a growing firm, inherit an established client bank, and build long-term relationships with full support from administrators and paraplanners.
Oct 18, 2025
Full time
Financial Planner Hove, East Sussex (Hybrid) Salary: Up to £90,000 + bonus + benefits Overview A leading financial planning firm is seeking two Financial Planners to join their established team in Hove. Following recent acquisitions, the business has new client banks ready to transition, creating a fantastic opportunity to step into an existing, well-serviced client base. This is a rare chance to inherit a significant portfolio of clients and provide holistic financial planning within a supportive and professional environment. The Role Location: Hove (hybrid, only 1 day per week in the office). Inherit a minimum of 200 clients per adviser. Typical client AUM: £250k+. Provide independent, holistic advice across pensions, investments, and retirement planning. Work alongside a team of three experienced Financial Planners and five administrators. Candidate Profile Level 4 Diploma qualified (Chartered or working towards Chartered preferred). Minimum 1 year's experience as a Financial Planner/IFA. Strong relationship management skills with a client-first approach. Ability to deliver compliant, holistic advice while building long-term client relationships. Package & Benefits Salary: Up to £90,000 depending on experience. Bonus: 15% ongoing and 25% initial (paid half-yearly, post-threshold). 28 days holiday. 5% employer pension contribution. 4x death in service cover. Private healthcare (Bupa). Hybrid working model - only one office day per week required. This is an excellent opportunity for an ambitious Financial Planner to join a growing firm, inherit an established client bank, and build long-term relationships with full support from administrators and paraplanners.
Job title: Junior Paraplanner Location: Knightsbridge/ Hybrid Salary: £30,000- £40,000 per annum (DoE) benefits Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. The Role - Junior Paraplanner As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice. Your responsibilities will include - Researching financial products, investment strategies, and planning solutions Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings. This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations. A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential. The Person - Junior Paraplanner You will have a minimum of three years' experience working within a St. James's Place (SJP) environment and a strong understanding of the paraplanner's role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification. You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection. You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential. Experience using Voyant and Analytics would be advantageous but is not essential. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 18, 2025
Full time
Job title: Junior Paraplanner Location: Knightsbridge/ Hybrid Salary: £30,000- £40,000 per annum (DoE) benefits Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. The Role - Junior Paraplanner As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice. Your responsibilities will include - Researching financial products, investment strategies, and planning solutions Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings. This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations. A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential. The Person - Junior Paraplanner You will have a minimum of three years' experience working within a St. James's Place (SJP) environment and a strong understanding of the paraplanner's role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification. You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection. You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential. Experience using Voyant and Analytics would be advantageous but is not essential. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub. The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI's. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training. In addition, it's desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator Salary is negotiable and will be based on experience and there's an uncapped bonus plus employee benefits
Oct 18, 2025
Full time
Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub. The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI's. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training. In addition, it's desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator Salary is negotiable and will be based on experience and there's an uncapped bonus plus employee benefits
The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate. You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports. To successfully deliver high level, complex reports. The Candidate Paraplanning experience within an IFA or broad restricted firm Holds level 4 diploma in financial planning A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs. Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation Knowledge and experience with research tools & cashflow modelling. The Rewards The salary will be dependent on experience and very completive. A range of employee benefits
Oct 18, 2025
Full time
The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate. You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports. To successfully deliver high level, complex reports. The Candidate Paraplanning experience within an IFA or broad restricted firm Holds level 4 diploma in financial planning A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs. Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation Knowledge and experience with research tools & cashflow modelling. The Rewards The salary will be dependent on experience and very completive. A range of employee benefits
Exchange Street Claims & Financial Services
Wetherby, Yorkshire
It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Oct 18, 2025
Full time
It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.
Oct 17, 2025
Full time
Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.
Looking for more than just report writing? This role puts you at the heart of client relationships, working alongside four experienced Advisers in a respected Chartered Wealth Management firm - and offers a clear pathway to becoming an IFA yourself. If you're ambitious, technically strong, and ready to get closer to clients, this could be your next big step. Why This Role? Client-Facing - Sit in on meetings, shape advice, and become a trusted partner to Advisers. Career Progression - Structured development and mentoring to step into an Adviser role when you're ready. Reputable Firm - Nearly 30 years of success, client growth through referrals, and a values-driven approach. Team Environment - Work closely with a collaborative group of 4 Advisers. Hybrid working week - Work from home Mondays and Fridays - engage with your team in the office Tuesday through to Thursday! What You'll Do Research pensions, investments, IHT and tax strategies Draft clear, compliant suitability reports Build financial plans in partnership with Advisers Support client reviews and ongoing planning work Join client meetings and contribute to holistic advice Stay current with legislation and regulatory updates About You Experienced Paraplanner within an IFA or wealth management setting Strong technical knowledge across pensions, investments & tax planning Diploma Level 4 qualified (or working towards) Excellent communication skills - written, verbal, and client-facing Proactive mindset and a genuine interest in progressing into advice What's On Offer £45,000 - £55,000 basic salary (DOE) Direct pathway into Financial Advice Hands-on mentoring from 4 experienced Advisers Hybrid working role based in Bicester Supportive, growth-focused environment with real progression Ready to Step Up? If you're a Paraplanner who wants to be closer to clients and ultimately progress into an Adviser role, this is your chance to join a forward-thinking, client-first firm with a proven track record of developing talent. Apply with your CV to Ryan at Financial Divisions
Oct 17, 2025
Full time
Looking for more than just report writing? This role puts you at the heart of client relationships, working alongside four experienced Advisers in a respected Chartered Wealth Management firm - and offers a clear pathway to becoming an IFA yourself. If you're ambitious, technically strong, and ready to get closer to clients, this could be your next big step. Why This Role? Client-Facing - Sit in on meetings, shape advice, and become a trusted partner to Advisers. Career Progression - Structured development and mentoring to step into an Adviser role when you're ready. Reputable Firm - Nearly 30 years of success, client growth through referrals, and a values-driven approach. Team Environment - Work closely with a collaborative group of 4 Advisers. Hybrid working week - Work from home Mondays and Fridays - engage with your team in the office Tuesday through to Thursday! What You'll Do Research pensions, investments, IHT and tax strategies Draft clear, compliant suitability reports Build financial plans in partnership with Advisers Support client reviews and ongoing planning work Join client meetings and contribute to holistic advice Stay current with legislation and regulatory updates About You Experienced Paraplanner within an IFA or wealth management setting Strong technical knowledge across pensions, investments & tax planning Diploma Level 4 qualified (or working towards) Excellent communication skills - written, verbal, and client-facing Proactive mindset and a genuine interest in progressing into advice What's On Offer £45,000 - £55,000 basic salary (DOE) Direct pathway into Financial Advice Hands-on mentoring from 4 experienced Advisers Hybrid working role based in Bicester Supportive, growth-focused environment with real progression Ready to Step Up? If you're a Paraplanner who wants to be closer to clients and ultimately progress into an Adviser role, this is your chance to join a forward-thinking, client-first firm with a proven track record of developing talent. Apply with your CV to Ryan at Financial Divisions
Client Servicing Associate Location: Windsor Salary: Highly Competitive + BonusHours: Full time Hybrid working pattern available An excellent opportunity has arisen for a professional Client Servicing Associate to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path. The Role: Client Servicing Associate The role offers variety and challenge, including but not limited to: You will be the 'Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Submitting new business and fund transfers using bespoke software Sending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processes You will need to ensure that business obtained is being processed in a timely way You will be setting up the clients' annual reviews and be able to produce the review letters You will be responsible for managing Salesforce and keeping all client details up to date The Person: Client Servicing Associate This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a 'can do' working style. You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally you will have used the Salesforce CRM system You are a self-starter and able to work with little or no supervision Most importantly, you are confident in dealing with Clients and third parties with total discretion You will ideally have previous experience but training in some of these areas can be provided. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 17, 2025
Full time
Client Servicing Associate Location: Windsor Salary: Highly Competitive + BonusHours: Full time Hybrid working pattern available An excellent opportunity has arisen for a professional Client Servicing Associate to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path. The Role: Client Servicing Associate The role offers variety and challenge, including but not limited to: You will be the 'Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Submitting new business and fund transfers using bespoke software Sending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processes You will need to ensure that business obtained is being processed in a timely way You will be setting up the clients' annual reviews and be able to produce the review letters You will be responsible for managing Salesforce and keeping all client details up to date The Person: Client Servicing Associate This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a 'can do' working style. You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally you will have used the Salesforce CRM system You are a self-starter and able to work with little or no supervision Most importantly, you are confident in dealing with Clients and third parties with total discretion You will ideally have previous experience but training in some of these areas can be provided. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Job Title: IFA Administrator - Wealth Management Edinburgh Company Overview A respected and long-established wealth management firm in Edinburgh city centre is seeking an experienced IFA Administrator to join their close-knit team. The business provides tailored financial planning services to a high-net-worth client base and prides itself on professionalism, long-term client relationships, and a collaborative internal culture. Responsibilities The successful candidate will provide high-quality administrative support to a team of Financial Advisers, working alongside paraplanners and other support staff. Responsibilities will include: Processing new business applications and maintaining client records Managing adviser diaries and arranging client appointments Preparing documentation for client meetings and reviews Liaising with providers for valuations and policy information Ensuring compliance standards are met and files are maintained accurately Supporting general day-to-day office operations Requirements Previous experience in an IFA or financial planning environment is essential Comfortable in a long-term administrative role (not seeking progression into paraplanning or advice) Strong attention to detail, excellent organisational skills, and the ability to manage multiple tasks Confident using financial planning systems such as Intelligent Office, Xplan, or similar platforms Professional communication skills and a team-oriented mindset Full-time availability and willingness to work from the Edinburgh office Salary and Benefits £26,000 - £32,000 per annum, depending on experience and qualifications Flexibility to offer a higher salary for an exceptional candidate Generous holiday allowance and benefits package Supportive and professional working environment in a city-centre location How to Apply This role is being handled on a confidential basis. Please get in touch directly to express your interest or request further details. All enquiries will be treated with discretion.
Oct 17, 2025
Full time
Job Title: IFA Administrator - Wealth Management Edinburgh Company Overview A respected and long-established wealth management firm in Edinburgh city centre is seeking an experienced IFA Administrator to join their close-knit team. The business provides tailored financial planning services to a high-net-worth client base and prides itself on professionalism, long-term client relationships, and a collaborative internal culture. Responsibilities The successful candidate will provide high-quality administrative support to a team of Financial Advisers, working alongside paraplanners and other support staff. Responsibilities will include: Processing new business applications and maintaining client records Managing adviser diaries and arranging client appointments Preparing documentation for client meetings and reviews Liaising with providers for valuations and policy information Ensuring compliance standards are met and files are maintained accurately Supporting general day-to-day office operations Requirements Previous experience in an IFA or financial planning environment is essential Comfortable in a long-term administrative role (not seeking progression into paraplanning or advice) Strong attention to detail, excellent organisational skills, and the ability to manage multiple tasks Confident using financial planning systems such as Intelligent Office, Xplan, or similar platforms Professional communication skills and a team-oriented mindset Full-time availability and willingness to work from the Edinburgh office Salary and Benefits £26,000 - £32,000 per annum, depending on experience and qualifications Flexibility to offer a higher salary for an exceptional candidate Generous holiday allowance and benefits package Supportive and professional working environment in a city-centre location How to Apply This role is being handled on a confidential basis. Please get in touch directly to express your interest or request further details. All enquiries will be treated with discretion.
Junior IFA Administrator Scarborough £22,000 - £24,000 NJR Recruitment is pleased to be recruiting for a respected independent financial advisory firm in Scarborough, who are looking for a junior IFA Administrator to join their team. As the first point of contact, the role will play a key role in delivering a professional and welcoming experience for clients. Key Responsibilities will include: Answer and direct phone calls in a friendly and professional manner. Manage appointment scheduling and maintain diaries for advisers. Greet clients and visitors, ensuring a warm and professional reception. Handle general administrative tasks, including document processing and data entry. Assist with correspondence via email and post. Maintain office supplies and ensure the reception area is presentable. What We're Looking For: Previous experience in a receptionist or administrative role (ideally within financial services, but not essential). Excellent communication and interpersonal skills. Strong organisational abilities and attention to detail. Proficiency in Microsoft Office (Word, Excel, Outlook). A proactive and friendly attitude with a customer-focused approach. What's in it for you? Company pension Private Health Care Free Parking Enhanced Benefits 20 days holiday + Bank Holidays If you're a confident and professional individual looking for a role where you can make a real impact, we'd love to hear from you! Apply now or contact NJR Recruitment for more information quoting NJR16092
Oct 17, 2025
Full time
Junior IFA Administrator Scarborough £22,000 - £24,000 NJR Recruitment is pleased to be recruiting for a respected independent financial advisory firm in Scarborough, who are looking for a junior IFA Administrator to join their team. As the first point of contact, the role will play a key role in delivering a professional and welcoming experience for clients. Key Responsibilities will include: Answer and direct phone calls in a friendly and professional manner. Manage appointment scheduling and maintain diaries for advisers. Greet clients and visitors, ensuring a warm and professional reception. Handle general administrative tasks, including document processing and data entry. Assist with correspondence via email and post. Maintain office supplies and ensure the reception area is presentable. What We're Looking For: Previous experience in a receptionist or administrative role (ideally within financial services, but not essential). Excellent communication and interpersonal skills. Strong organisational abilities and attention to detail. Proficiency in Microsoft Office (Word, Excel, Outlook). A proactive and friendly attitude with a customer-focused approach. What's in it for you? Company pension Private Health Care Free Parking Enhanced Benefits 20 days holiday + Bank Holidays If you're a confident and professional individual looking for a role where you can make a real impact, we'd love to hear from you! Apply now or contact NJR Recruitment for more information quoting NJR16092
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Oct 17, 2025
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
