385 jobs found

Senior Paraplanner Vacancy £50k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent Route to Adviser longer term My client are a Chartered independent wealth planning firm in Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in either of their offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Adviser on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. If this role sounds of interest or any other roles I am working on please get in touch.

Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.

Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.

Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary development team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. A strategic requirement has arisen for a Building Surveying Lead in our Kettering office. The role will provide strategic leadership and expert guidance across complex property portfolios with both commercial and residential properties. This role involves shaping the long-term building surveying strategy, ensuring compliance with evolving regulations and advising senior stakeholders on investment decisions. The position requires a blend of technical expertise, commercial acumen and leadership skills to drive organisational objectives. The successful candidate will have a track record of growing teams, creating brand awareness and establishing strong networks and relationships. Role Profile Associate Building Surveyor - Operational Requirements: Develop, implement and lead long-term building surveying initiatives. Identify opportunities for sector growth. Ensure organisational compliance with building regulations, health & safety and environmental standards. Benchmark against industry best practices and drive continuous improvement. Identify new opportunities, build networks and contribute to the Berrys growth strategy in Building Surveying. Whilst the role will have a strategic focus, it is expected that candidates also deliver on their delivery obligations, working alongside the team to coordinate and provide expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Demonstrate a strong understanding of the financial requirements of our business and shape the way the team works to increase efficiency, productivity and profitability. Introduce innovative surveying methodologies and digital tools (e.g., BIM, drones, data analytics). Strong experience in all manners of professional building surveying work including dilapidations, technical due diligence and acquisition surveys, schedules of condition, planned preventative maintenance schedules and party wall work. Strong experience in delivery of project based work, including specification writing, procurement, project management and contract administration. Associate Building Surveyor - Strategic Requirements: Quickly gain a strong understanding of the business model, our various service offerings and critically how they work together to create a unique offer to our clients. Utilise relationships and a track record of marketing, business development and brand awareness to demonstrably grow our Building Surveying offer across the Midlands. Act as a trusted advisor to executives, boards and the wider business. Represent the company at industry events and build a strong professional network. Associate Building Surveyor - Person Specification: Excellent people management and team-building skills. Commercial acumen with the ability to translate market trends into actionable strategies. Strong knowledge of building regulations and legislation. Proven experience in building surveying. Impressive record for client care and relationship Strong decision-making and problem-solving abilities Resilient under pressure and adaptable to change Qualified MRIC Full, clean UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Building Surveyor - Benefits: The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 7th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.

Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

This role sits within a high-performing financial planning team, providing full technical support to Consultants. You'll be responsible for producing clear, accurate suitability reports, carrying out research, and ensuring advice is compliant and tailored to each client's needs. There is also a structured pathway into a Consultant role in the future for someone who wants to progress. What you'll be doing Writing high-quality suitability reports Reviewing client files and identifying key planning issues Carrying out research across pensions, investments and protection Analysing existing plans and assessing suitability Supporting advisers with technical queries and complex cases Maintaining accurate client records and ensuring compliance standards are met Occasionally attending client meetings At Senior level, you will also: Review and check reports completed by other Paraplanners Mentor and support junior team members Assist with complex cashflow modelling and calculations Contribute to improving processes and advice delivery Play an active role in team meetings and wider business initiatives About you Diploma qualified (Chartered or working towards is desirable) Experience in an IFA/financial planning environment Strong background in writing suitability reports Confident across pensions, investments and protection Comfortable with research tools and cashflow modelling Highly organised, detail-focused and technically strong This role would suit an experienced Paraplanner who enjoys technical work, mentoring others, and wants a clear progression path within a supportive, professional environment.

Job Title: Senior Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: Up to £60,000 Job Reference: 10181 Job Description: Recruit UK is working with a well-established and growing Financial Planning firm near Sutton Coldfield seeking an experienced, technically strong Senior Paraplanner (5+ years' experience, ideally Chartered or working towards) who can hit the ground running and quickly adapt to their systems and approach. The firm has 25 team members across Financial Planners and back-office staff, including 6 Associate Paraplanners, and operates within a collaborative, professional culture focused on delivering high-quality advice. This is a career paraplanner role, ideal for someone who wants to remain on the technical pathway rather than move into advising. You will handle complex technical cases from day one, with a particular focus on pensions and IHT planning (less emphasis on complex investment work). The successful candidate will be confident producing high-quality suitability reports independently, using internal templates as a starting point. The firm uses Intelligent Office and SharePoint. This Senior Paraplanner role will be full-time office-based during probation to support integration and training. Following successful completion, hybrid working is available. As many client meetings are conducted face-to-face in the office, there is a preference for team members to be present to support client engagement. What's in it for you: Salary up to £60,000 (dependent on experience) 25 days holiday + bank holidays Pension Death in Service Private medical insurance Hybrid working (post-probation) Strong team culture with experienced planners and paraplanners Career paraplanner pathway within a growing firm Skills and Experience Required: Minimum 5+ years' paraplanning experience Ideally Chartered or working towards Chartered status Strong technical knowledge, particularly in pensions and IHT planning Ability to produce high-quality suitability reports independently Highly organised with strong attention to detail About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based near Sutton Coldfield on a Senior Paraplanner opportunity. Our Commitment to You: Start every journey with a conversation to find out about you in depth Provide honest feedback on where you fit in the job market Use our network across the financial world to match you to your perfect position Take a holistic mindfulness approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you

Job Title: Town Planner Senior Town Planner Location: Bedford Penguin Recruitment is delighted to be supporting a well-established planning consultancy in their search for a Town Planning Consultant to join their growing team. This opportunity would suit a motivated planning professional with a minimum of two years' experience, gained either within a Local Planning Authority or the private sector, who is looking to take the next step in their career within a supportive and forward-thinking environment. The Role The successful candidate will be involved in all aspects of the planning process, working closely with clients and senior colleagues on a varied and engaging workload. This is an excellent opportunity for a consultant seeking strong career progression, responsibility, and exposure to a broad range of projects. Key Requirements Relevant professional planning experience within an LPA or private consultancy MRTPI status (or working towards chartership) is strongly preferred Experience across all aspects of town planning, including planning applications and appeals Confidence in direct client engagement and relationship management Strong written and verbal communication skills What's on Offer Excellent career progression and promotion prospects Flexible working arrangements Salary negotiable, dependent on experience Exposure to a diverse project portfolio Supportive team culture with ongoing professional development Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.

Senior Paraplanner Work on a 1-2-1 basis with Director/Adviser Offices in Woking (Surrey) £50k basic salary plus bonuses and benefits 25 days annual leave, pension and death in service My client are a boutique wealth planning firm with offices in Woking who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to multiple millions to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20+ years. The Directors are creating a brand-new role for a Senior Paraplanner to work on a 1-2-1 basis with a Director/Adviser. You will be responsible for conducting end to end technical paraplanning on complex cases for existing clients and any new business the Director writes. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the Director with all his affairs. This role is suitable for a candidate with at least 3 years of wealth management paraplanning experience but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. Strong technical knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. You will ideally be working towards your Chartered status. If this role sounds of interest or any other roles I am working on please get in touch.

Senior Town Planner - London London Hybrid Working Competitive Salary + Benefits A leading global real estate advisory firm is looking to appoint a Senior Town Planner to join its growing Planning team in London . This is an excellent opportunity for an ambitious planner to work on a diverse range of high-profile projects across the UK while progressing their career within a collaborative and commercially focused environment. The Opportunity You will join an established planning team that works closely with colleagues across development, investment, and consultancy services. The role offers exposure to a wide variety of projects including major mixed-use developments, residential-led schemes, urban regeneration projects, and strategic land promotions . You will play an active role in managing planning applications, advising clients, and helping to deliver commercially driven planning strategies. Key Responsibilities Manage and support the delivery of planning applications and appeals Provide strategic planning advice to a diverse client base Prepare planning appraisals, reports, and supporting documents Engage with local authorities, stakeholders, and consultants Support business development initiatives and help grow client relationships Mentor and support junior members of the team where appropriate About You MRTPI qualified (or working towards) Degree or postgraduate qualification in Town Planning or related discipline Experience within a consultancy, developer, or planning environment Strong knowledge of the UK planning system Excellent written and verbal communication skills Commercial awareness and ability to manage client relationships Why Apply? Work with a respected global real estate consultancy Exposure to complex and high-profile development projects Clear career progression within a growing planning team Supportive, collaborative team culture Competitive salary and benefits package Interested? For a confidential discussion about this opportunity, please get in touch or apply with your CV to learn more.

Assistant Town Planner Leeds Salary: Negotiable depending on skills and experience Our client, an established planning practice is urgently looking to appoint an Assistant Town Planner to work out of their Leeds based offices. The successful Assistant Town Planner will be working alongside Senior Planners to deliver planning applications, appeals and site assessments for predominantly residential, mixed use and commercial developments. It is anticipated that the successful Assistant Town Planner will have student membership with the RTPI and will be keen to pursue Chartered Membership. For this role candidates are sought with: A relevant MSc in a Town Planning discipline (RTPI accredited) Some previous town planning experience either within a consultancy or local authority environment A full UK drivers licence In return the company are offering excellent career progression opportunities, a competitive starting salary and full benefits package. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.

Job Title: Associate Town Planner Location: London / Flexible Hybrid Penguin Recruitment is delighted to be supporting a highly regarded, multidisciplinary planning consultancy in the appointment of an Associate Town Planner. This is an excellent opportunity for a chartered planning professional to take a senior role within a dynamic private sector environment, working on a diverse portfolio of hig

Senior Town Planner Location: Exeter Penguin Recruitment is pleased to be working with a respected consultancy to recruit a Senior Town Planner for their Exeter office. This is an excellent opportunity for an experienced planner to join a well-established, design-led consultancy with a strong reputation across the South West. You will work on a diverse portfolio of residential, commercial, mixed-use

Anderselite is proud to be working with a fast-growing, employee-owned placemaking consultancy that's expanding its planning team across both Cardiff and Bristol. With an exciting pipeline of nationally significant projects, they are now looking to appoint a Senior or Associate Town Planner to help shape the future of towns, cities, and communities across the UK. About the Role This is an excell

Anderselite is proud to be working with a fast-growing, employee-owned placemaking consultancy that's expanding its planning team across both Cardiff and Bristol. With an exciting pipeline of nationally significant projects, they are now looking to appoint a Senior or Associate Town Planner to help shape the future of towns, cities, and communities across the UK. About the Role This is an excell

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

Job Title: Senior Town Planner Associate Town Planner Location: Newcastle upon Tyne Penguin Recruitment is delighted to be supporting a well-established, multidisciplinary engineering and planning consultancy in the appointment of a Senior Town Planner or Associate Town Planner for their growing Newcastle office. This is an exciting opportunity to join a highly regarded planning team working on a

An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.

An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.