32 jobs found

Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions. This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family. About the Opportunity We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations. Trainee Paraplanner / Technical Assistant - Office Based (Exeter) Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development. Qualified Paraplanner - Remote or Hybrid Working Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements. Key Responsibilities (Level Dependent) Trainee Paraplanner / Technical Assistant Draft Annual Review reports following triage by senior paraplanners. Support the technical and paraplanning team across administrative and technical tasks. Collaborate with advisers, senior paraplanners, client services and the investment team. Maintain accurate client and provider communication via phone, email, letter and face-to-face. Ensure the CRM system (Intelligent Office) remains compliant and up to date. Contribute to an efficient, organised and client-focused office environment. Commit to ongoing professional development and industry qualifications. Qualified Paraplanner Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning. Conduct complex technical analysis and support advisers in client meetings where required. Liaise with clients and providers professionally and proactively. Maintain high compliance standards and ensure accuracy across all documentation. Take responsibility for managing workload independently while contributing to team success. Assist in developing processes and supporting continuous improvement across the paraplanning function. Skills, Attributes & Qualifications Trainee Level Keen to learn and build a long-term career in paraplanning. Willingness to study for and achieve relevant industry qualifications. Qualified Level Demonstrable paraplanning experience within a regulated environment. Industry qualifications preferred (e.g., progressing toward or achieved Diploma level). Salary & Benefits Salary is dependent on experience and qualifications. A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: W orking closely with the Director and Principal Adviser , this role provides an exceptional opportunity to learn to become a trusted independent financial adviser click apply for full job details

Trainee Mortgage Adviser Cheltenham £42,000 starting salary A career change opportunity for high performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards. You ve built strong experience. You re progressing. But deep down, you want a career with more meaning, more progression - and a real future. The problem? Changing careers usually means going backwards financially. This one doesn't. I m working with a well established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme. No industry experience required - but this is not for everyone. Across six months, you ll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000 . By the end of the programme, you ll be advising clients, earning well, and progressing in a respected profession. What s on offer £42,000 starting salary Fully funded qualifications Structured six month development programme Mentorship from experienced advisers Warm, qualified leads from day one Clear progression and earnings growth This is a performance environment: high standards, high support . Who this suits Professionals with a strong track record of progression and stability Confident communicators who enjoy speaking with clients Ambitious, coachable individuals wanting a long term regulated career Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location) Must have access to a vehicle No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more. The process Initial conversation Assessment centre + final interview Decision within 48 hours If you re ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.

Trainee Mortgage Adviser Bristol £42,000 starting salary A career change opportunity for high performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards. You ve built strong experience. You re progressing. But deep down, you want a career with more meaning, more progression - and a real future. The problem? Changing careers usually means going backwards financially. This one doesn't. I m working with a well established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme. No industry experience required - but this is not for everyone. Across six months, you ll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000 . By the end of the programme, you ll be advising clients, earning well, and progressing in a respected profession. What s on offer £42,000 starting salary Fully funded qualifications Structured six month development programme Mentorship from experienced advisers Warm, qualified leads from day one Clear progression and earnings growth This is a performance environment: high standards, high support . Who this suits Professionals with a strong track record of progression and stability Confident communicators who enjoy speaking with clients Ambitious, coachable individuals wanting a long term regulated career Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location) Must have access to a vehicle No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more. The process Initial conversation Assessment centre + final interview Decision within 48 hours If you re ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

Job Title: Sales Support Administrator/Junior Mortgage Specialist. We now have opportunities to join the UK S leading new homes mortgage provider to become a Sales Support Administrator. Location: You will be based full time at our offices in Wakefield WF2 0XG. You must be within 45 minutes via public transport, or have access to your own vehicle and driving license. Target: Candidates looking to start a career within the financial services arena, ideally with experience in a customer service or administrative position. Salary: £26,600 per annum Working hours: Working a rotating rota including early (9:00am - 6:00pm) and late (11:00am - 8:00pm) starts, working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to applying. Starting: ASAP, however we are able to work around notice periods. The New Homes Group: The New Homes Group is the UK S leading New Homes Specialist and as a Sales Support Assistant you will be working for the UK'S leading new homes Mortgage Provider. This role would be ideal for someone starting out in their career and wanting exciting progression, alternatively someone already with administration experience wanting a change of scenery. You will be part of the administration team, working in a fast paced and vibrant environment. The duties include keying agreement in principles, checking customers financial documents, supporting our phone lines during busy periods. You will be key support to our Mortgage Specialists who are the front end of the business. They financially assess our potential purchasers for mortgage affordability and arrange appointments with our Specialist New Build Mortgage and Protection Advisers. The role involves full training, where you will get an insight into the exciting world of a new build purchase, with the opportunity to progress into multiple roles including a Trainee Mortgage Adviser. Required Knowledge, skills and qualifications: Detail orientated with a knack for office-based administration. Organised, and adopts a disciplined and structured approach to work. Competent user of IT and a Microsoft Office user, including Excel, Word and Outlook. Benefits : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24-hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on (phone number removed) for a confidential chat.

Trainee Financial Adviser Taunton, Bristol, or Cheltenham £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind employed role with stability and benefits Servicing-led, not sales-led your job is to look after clients well, not chase volume Multiple locations based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression part of an ambitious, expanding business with clear career pathways Proper support you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (or close to) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Ellis James Partners

Trainee Financial Adviser Taunton, Bristol, or Cheltenham £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind employed role with stability and benefits Servicing-led, not sales-led your job is to look after clients well, not chase volume Multiple locations based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression part of an ambitious, expanding business with clear career pathways Proper support you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (or close to) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Hit apply, or drop me a message for a quick chat. Ellis James Partners

Client Relationship Manager Mortgages Taunton (phone number removed) + bonus Full-time, Permanent Join a highly respected mortgage advisory firm as a Client Relationship Manager within their Taunton office. Available for trainee or experienced candidates. This is a brilliant opportunity to build your career in financial services, with long-term potential to progress, including support to pursue mortgage qualifications and eventually step into an advisory role. In this position, you ll be a key point of contact for clients, supporting Mortgage Advisers and helping ensure each stage of the client journey runs smoothly. Key Responsibilities Client Experience: Act as the first point of contact for client enquiries, delivering a professional and personable experience. Case Management: Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently. Liaison & Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application. Compliance & Accuracy: Ensure client records and case files meet FCA and data protection standards. Operational Support: Work with the Head of Client Relations to implement effective procedures and help streamline office operations. Team Support: Provide admin support to the advisory team, manage post, coordinate meetings, and handle general office duties. What You ll Need to Succeed A genuine desire to start or grow your career in the mortgage or financial services space. Strong interpersonal skills, with a passion for building trusted relationships. Excellent organisational and multitasking abilities. A positive, solutions-focused attitude with a commitment to client service. Willingness to work towards professional qualifications and grow within the firm. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays (with additional leave for Christmas shutdown). Study support, including funded exams and study time. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to support the firm s charitable foundation. A collaborative, forward-thinking culture with long-term career growth in mind. Why Apply? If you re looking to join a company that puts client service and employee development at the heart of what it does, this is an excellent opportunity to take the next step in your career.

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

Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!

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